A Better Investor Experience Begins Here

Over the course of our 25+ year history, Loring Ward has strived to develop a unique way to provide investors with a better wealth experience.

We partner with our nationwide network of independent Financial Advisors to help you clarify, prioritize and achieve your goals. You face many important questions and decisions about your future, but we believe that there are really only four that matter. And we help solve them every day.

The 4 Investor Questions that Matter

1

Are You Working with Someone You Can Trust?

We believe: You should work with a Financial Advisor who always acts in your best interests by adhering to a fiduciary standard. Only independent Advisors have an ethical and legal duty to put their clients first. This is why it is so important to ask your Financial Advisor if he or she is a fiduciary. The advice you receive should never be compromised.

Here’s how we do it: We work only with experienced fiduciary Advisors who are vetted and have a fundamental obligation to act in the best interests of their clients and to provide investment advice in their clients’ best interests.

2

Do You Have the Plan That’s Right for You?

We believe: All investors should have long-term plans that reflect what is most important to them — their values, needs, concerns and hopes.

Here’s how we do it: Our tools and resources help your Advisor really understand what matters most to you personally and financially in order to put together the best possible long-term plan.

3

Do You Have Confidence Your Portfolio Will Get You There?

We believe: Portfolios should be designed to give investors the highest probability of achieving their goals with a suitable amount of risk.

Here’s how we do it: You and your Advisor may benefit from our Asset Class Investing philosophy, which is founded on the idea that markets can create long-term wealth. Our approach is based on decades of investment data and analysis as well as close relationships with Nobel Laureates and leading academic institutions.

4

How Do You Stay on Track?

We believe: No one knows what the future will bring, but a good plan should help you stay invested in a variety of market environments. And it should be flexible enough to reflect changes in your life.

Here’s how we do it: As markets go up and down, it can be hard to prevent emotions from getting in the way and turning temporary declines into permanent losses. We work closely with your Advisor to help you stay focused on the long term and on track to achieve your goals. In addition, your Advisor will closely monitor your plan, update you regularly on your progress and make any changes necessary to keep pace with where you are in life.

Invest with Confidence

Questions to Ask a New Advisor

We help you by not only connecting you with the right independent Advisor for your situation, but also by providing our 4-page guide – What to Look for in a Financial Advisor – of questions to ask any advisor with whom you are considering working.

Click here for the Guide