Working Together for You
Loring Ward is committed to creating a better wealth experience for Financial Advisors and their clients across America.
We know that for every Advisor we work with, hundreds of families, or businesses, are receiving caring, comprehensive advice and guidance. Financial Services is sometimes referred to as an “industry.” We prefer to think of it as a calling.
Mission & Values
Everything we do centers on the Financial Advisors we serve and their clients. Passion and integrity are key values that inspire and motivate us.
Loring Ward was founded in 1990 by three financial planners in Silicon Valley who wanted to redefine advice and create a better wealth experience.
We do a lot to make a difference, but our biggest value is in our people. Their knowledge, expertise and dedication are at the heart of everything we do.
Loring Ward at a Glance
- Founded in 1990
- Headquartered in California’s Silicon Valley
- Strong partnerships with leading academics, including Nobel Laureate Dr. Harry Markowitz and Behavioral Finance pioneer Dr. Meir Statman
- 25-Year relationship with Dimensional Fund Advisors
- Fee-Based Investment Portfolios & Retirement Plan Solutions
- $13 billion in Assets Under Management (as of 9/15)