Loring Ward – Geneos Advisors

Since 1990, Loring Ward has helped Advisors build, manage and grow exceptional wealth advisory practices. We make a difference because we are a firm committed to managing wealth the right way — with reason, prudence and care.

We have partnered with Advisors at Geneos for almost a decade, helping many of your fellow advisors transform and grow their practices through our support in these key areas:
Investment Management, Business Management and Practice Development

And now Loring Ward is available on the SelectOne platform.

Whether you are looking for a comprehensive business partner or just
want to provide clients with a better investment experience using our
portfolios on SelectOne, Loring Ward is committed to helping you grow
your wealth advisory practice the right way.

Investment Management

Transform your practice with Structured Investing

Time-tested, academically-engineered portfolios

Click here to see the performance summaries of our Global Portfolio Series Models

Partnership with Dimensional Fund Advisors
Low cost & tax efficient

Business Management

Tools & support to maximize your time
Minimize unnecessary/unproductive activities
Maximize client satisfaction & retention

Practice Development

Enhance your wealth Advisory focus
Advanced Advisor programs powered by CEG Worldwide
Community of Advisors
Structured peer exchanges

All these services and support are designed to help you reach your professional growth potential
and build deeper relationships with your clients.

From our time-tested investment philosophy to advanced portfolio management tools, dedicated
operational support and our commitment to Advisor education, Loring Ward’s goal in
everything we do is to be the partner who contributes most to your success.

Client Education Materials

Below are links to materials that help explain our wealth management capabilities and investment philosophy to investors.

Dedicated to Your Lifelong Success Client Brochure
This brochure is designed to highlight an advisor’s process and wealth management capabilities. From the cycle of emotions to advanced planning needs, it details the challenges investors face—and how advisors can help.

Click here for the Dedicated to Your Lifelong Success brochure.

Structured Investing Brochure
This brochure compellingly explains the Nobel prize-winning academics, philosophy and economic data behind Loring Ward’s Structured Investing philosophy.

Click here for the Structured Investing brochure.

Investment Committee Brochure
Loring Ward Investment Committee members include both senior members of the Loring Ward team as well as outside experts such as Professor Meir Statman and Nobel Prize recipient, Dr. Harry Markowitz.

Click here for the Investment Committee brochure.

You and Loring Ward
Loring Ward is dedicated to helping you enhance the value you provide and eliminate obstacles that are keeping you from building even stronger relationships with your clients. We invite you to talk to us about how Loring Ward can help you and your practice prosper for years to come.

Please call Advisor Relations at (800) 366-7266 – Option 6.

Or contact one of our Regional Directors.

Click here for a map of Regional Director locations and contact information.

This brochure provides an overview of how Loring Ward can help you build, manage and grow your wealth advisory practice.

Click here for brochure.

Built in conjunction with our strategic practice development partner, CEG Worldwide, the Advisor Assessment Tool is designed to provide you with a fresh perspective on your practice and the key actions that will enable a true business breakthrough.

Click here for the Advisor Assessment Tool. You will also need to enter this keycode: 8787 5454 2121

LWI Financial Inc. ("Loring Ward")
Securities offered through Loring Ward Securities Inc., member FINRA/SIPC. #11-163 (6/11)
© Loring Ward 2012 -e