Headquartered in the heart of Silicon Valley in San Jose, California, Loring Ward is dedicated to bringing science, reason and innovation to investing.

Founded in 1990, we provide Investment Management, Business Management and Practice Development to a select group of America’s most knowledgeable and forward-thinking independent financial Advisors and their clients.

Loring Ward’s portfolio management programs are tailored to the unique needs of successful individuals as well as small businesses and institutions. Our Structured Investing philosophy combines more than eight decades of market data, Nobel Prize-winning academic research and the latest discoveries in behavioral finance.

Loring Ward has more than $8.5 billion in assets under management as of May 2013.

Loring Ward is proud to announce the publication of our new wealth management book for investors.

View The Wealth Solution website for more information and ordering.

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Commentary & Publications

05.16.13		Asset Class iQ – May: Magic Moments – Growth of $1
05.09.13		Quarter-in-Review 2013-Q1 Quarter-in-Review (webinar recording)
05.06.13		Portfolio Perspectives – May: Harnessing the Power of Free Markets
04.25.13		Fundametals of Asset Class Investing
04.16.13		Spring 2013 Quarterly Newsletter - "Investing Isn't Child's Play"

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