- Employees in region:
- Financial Services & Insurance
- HQ location:
- San Jose, CA
Since 1990, Loring Ward has provided Investment Management, Business Management and Practice Development to a select group of independent financial advisors and their clients. Headquartered in San Jose, California, Loring Ward is dedicated to bringing science, reason and innovation to wealth management, with solutions tailored to the unique requirements of successful individuals, small businesses, retirement plans and institutions. Loring Ward’s Structured Investing philosophy combines more than eight decades of market data, Nobel Prize-winning academic research and the latest discoveries in behavioral finance.
As of June 2011, Loring Ward has almost $7 billion in assets under management.
“Great people. Excellent Management. Outstanding service offering. Team mindset.”
“The people and culture.”
“He is great at inspiring and making everyone feel like an important part of the team.”
“The chance to make a difference in the world.”
“All senior management truly believe they are doing what is in the best interest of our clients and the people that work here. That belief is contagious and spreads to all in the company.”