Loring Ward Introduces Portfolio Gap Analysis

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New Report Helps Advisors Evaluate Portfolios

We believe many investors are not well served by their current portfolios.

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Loring Ward announced the release of a powerful new report — the Portfolio Gap Analysis – designed to help Advisors identify specific deficiencies and potential opportunities for improvement in an investor’s current portfolio.

According to Joni L. Clark, CFA, CFP®, Loring Ward’s Chief Investment Officer, “We believe many investors are not well served by their current portfolios. They often take too much risk, have excessive duplication of holdings, and many may be paying too much. The Portfolio Gap Analysis report clearly pinpoints all these issues and helps advisors provide compelling solutions.”

Developed in close collaboration with Morningstar, the Gap Analysis report covers 12 major areas of portfolio analytics, including: asset allocation, asset class diversification, equity concentration risk, fixed income holdings risk, management expenses, trading costs and portfolio efficiency.

Available only to advisors working with Loring Ward, the report quickly and easily shows investors where the gaps may be in their current investment portfolio versus a recommended portfolio.

“This is a real game changer for advisors,” says Sheldon McFarland, Loring Ward’s Vice President of Portfolio Strategy. “While it is powered by extensive data, analytics and research, it is simple to run and creates a significant call to action, especially when it identifies numerous gaps in a portfolio.”

For a sample Portfolio Gap Analysis report, go to: http://www.loringward.com/ac_linkedpages/PGA/docs/Portfolio%20Gap%20Analysis%20-%20Sample%20Report.pdf

For advisors interested in finding out more about the Portfolio Gap Analysis, call Loring Ward Advisor Relations at (800) 366-7266 — Option 6.

About Loring Ward
Since 1990, Loring Ward (LWI Financial Inc.) has been dedicated to helping independent advisors become the most trusted and valued professional in their clients’ lives.

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 and institutions. Loring Ward’s Asset Class Investing philosophy combines more than eight decades of market data, Nobel Prize-winning academic research and the latest discoveries in behavioral finance. From Investment Management to Business Management to Practice Development, Loring Ward is committed to giving advisors the tools, training and support to provide clients with a world-class experience.    

As of April 2012, Loring Ward has $7.2 billion in assets under management. For more information, please visit http://www.loringward.com.

LWI Financial Inc. (“Loring Ward”) is an investment adviser registered with the Securities and Exchange Commission. Securities transactions may be offered through Loring Ward Securities Inc., member FINRA/SIPC. R 12-150 (4/12)

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Leslie Swid
Impact Communications
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