- Employees in region:
- Financial Services & Insurance
- HQ location:
- San Jose, CA
’11, ’12, ’13
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.
“The people I work with, the company's culture. ”
“The people and culture are amazing, the leadership is first class, and our efforts are always focused on doing what is best for our clients. It's a family.”
“They TRULY care about their employees. They put employees' well being above their own.”
“He is supportive in providing work-life balance, a great listener and communicator, and ensures his employees are happy in their job.”