Loring Ward

Based in San Jose, Loring Ward has helped independent registered investment advisors (RIAs) and investment advisor representatives of Broker/Dealers (IARs) build and manage their fee-based practices since the early 1990's by providing a turnkey program offering portfolio management, back office administration, business development and marketing, and client reporting.

By partnering with Loring Ward, investment advisors are equipped to focus their time where they have the most interest and can have the greatest impact for clients, and that is by being at the table with the client serving as advisor, planner, and relationship manager. By partnering with Loring Ward, institutional money managers can focus on investing client assets.

To learn more about how Loring Ward can assist you, please visit http://www.loringward.com/advisor or call 1-800-366-7266.

SA Funds