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.

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)

Passionate About Your Success