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Bailard Fund Services, Inc.

Dealers. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Bailard Fund Services is a wholly owned subsidiary of Bailard and serves as the distributor of the Bailard Funds. Bailard and Bailard Fund Services are affiliates. The Bailard Funds are offered and sold only in jurisdictions in which the offering is registered or exempt from registration. This is neither a solicitation of an offer to purchase the securities listed above nor an offer to sell these securities in any jurisdiction other than those jurisdictions referenced above and no purchase of these securities by persons in any other jurisdiction is allowed.

Throughout their 35 year history, they have developed a variety of strategies designed to minimize tax liability for their individual clients. For their strategic growth clients, their overall investment strategy has always been structured to mitigate tax consequences. They have also created specialty programs designed to reduce the tax burden for those with concentrated wealth.

The Bailard Strategic Growth program is an actively managed asset allocation program designed to help individual and institutional clients build a sound investment foundation. Strategic Growth draws upon a balanced mix of asset classes, using a combination of single asset and alternative investment.

Alternative investments, those whose performance is not tied to the overall performance of the stock and bond markets, play a vital role in portfolio diversification. Through alternative investment strategies they seek to selectively engage risk and capture opportunities while reducing the overall volatility of their client’s portfolio. These investments are not suitable for all investors. Only qualified investors may invest in these strategies.

At Bailard, their mission is to create innovative investment opportunities for their clients. They seek to achieve their mission through their disciplined engagement of risk, constant communication and responsiveness to new ideas and challenges. They seek to put their experience and their passion for innovation to work to deliver intelligently designed products solid, consistent results and ever greater value for their clients.

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