Top Executive: Alex Potts
3055 Olin Avenue, Suite 2000
San Jose, CA 95128
RIA department info:Contact: Steve Atkinson
(800) 366-7266 X6
- 100 FTEs
- Founded in 1990
Q&A:What is the service or product you offer to RIAs? For more than two decades, Loring Ward has been dedicated to helping independent advisors become the most trusted and valued professional in their clients’ lives. We offer the key elements almost every successful wealth advisory practice requires: Investment Management, Business Management and Practice Development. In addition, we support your retirement plan business through Loring Ward Total Retirement, our Retirement Plan Services offering.
From investment philosophy to portfolio management to practice development, Loring Ward is committed to giving Advisors the turnkey tools, training and support to serve as true Wealth Advisors.
• Create greater efficiencies in your practice and maximize your time.
• Change the focus from what you can’t control — such as markets and active manager underperformance — to what you can control: addressing clients’ most important long-term financial goals.
• Build a client-centered practice with more ideal clients.
But don’t just take our word for it…
Loring Ward Lightbulb Moments:How do you differentiate your offering from competitors? Founded by three financial advisors in Silicon Valley, Loring Ward has extensive experience helping advisors build diversified portfolios AND become true wealth Advisors.
We believe, a successful wealth advisory practice begins with a solid, consistent investment philosophy that helps you set—and meet—proper expectations about the market and market returns.
• We’ve been building Asset Class portfolios that combine behavioral finance and science for more than 22 years. All of our portfolio models are designed by Loring Ward’s Investment Committee, which includes Nobel Laureate, Dr. Harry Markowitz, and Behavioral Finance pioneer, Dr. Meir Statman.
Loring Ward Investment Committee Video:
• We design portfolios to meet the needs of real people — we focus on improving the probability of reaching the client’s goals.
• We provide insights on what really matters in the markets and economy, to save advisors time and help them better educate clients.
Our distinctive Asset Class Investing philosophy provides you with the time and resources to focus on what matters most—enhancing your advice and serving your clients. Not only is this the right thing for your clients, we believe it is a smarter way to run your practice.What else would you like to say about your business? Loring Ward offers a wealth of service, support and solutions. But we think the most important way we make a difference for advisors is helping you create better client experiences.
It is that simple…and that profound.
We can help you rediscover why you became an advisor in the first place. Working together, we can help make your practice more efficient, effective and most importantly, enjoyable – for you and your clients.
LWI Financial Inc. (“Loring Ward”) is an investment adviser registered with the Securities and Exchange Commission. Securities transactions may be offered through Loring Ward Securities Inc., an affiliate, member FINRA/SIPC.
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