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December 8, 2015
Loring Ward’s Framework for Performance Measurement and Monitoring

By Jerrod L. Foster

The Loring Ward Investment Committee’s performance monitoring process allows the Investment Committee and Advisors to understand the drivers of performance for our model portfolios. To evaluate t... Read more


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March 18, 2015
Another Blow to Active Management

By Alicia Temmerman

Standard & Poor’s released their latest SPIVA® Scorecard and it continues to make active management look bad, which adds fuel to the fire in the debate of active vs. passive. This time ar... Read more


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