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Loring Ward

Filed under: TAMP, Asset Manager for RIAs

Company info:

RIA department info:

Etcetera:

  • 130 FTEs
  • Founded in 1990

Q&A:

What is the service or product you offer to RIAs?

In today’s climate, adding value to end clients’ lives requires offering far more than just investment management. It demands delivering a wide-ranging, holistic client experience enabling clients to plan and solve for life’s most complex financial challenges. Loring Ward is committed to creating a better wealth experience for Financial Advisors and their clients across the U.S. Since 1990, the firm has strived to do this by empowering Advisors with Investment and Advisor Solutions that can help increase the probability of delivering a great experience for their clients. It has a large network of independent Advisors in the United States and is located in Silicon Valley, California.

How do you differentiate your offering from competitors?

Loring Ward’s Asset Class Investing philosophy is based on more than nine decades of data, analysis, and research, insights from behavioral finance, and close relationships with leading academics, including Loring Ward Investment Committee Members Dr. Meir Statman and Nobel Laureate, Dr. Harry Markowitz.

What else would you like to say about your business?

On Nov. 30, 2018, Loring Ward and BAM Advisor Services merged to form an organization that serves more than 300 Registered Investment Advisors (RIAs) along with thousands of Financial Advisors across the United States who, collectively, serve tens of thousands of individual clients.

For more information, please visit www.loringward.com


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