- Employees in region:
- Financial Services & Insurance
- HQ location:
- San Jose, CA
’11, ’12, ’13, ’14
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.
“Genuinely nice and funny coworkers and managers. Caring culture.”
“We are treated very well.”
“Potential to be world-class.”
“The family feel, recognition, fun and hard-working place where we are all aligned, and encourage each other to raise the bar. ”
“The people, the investment philosophy and the value we bring to advisors and clients. ”