Loring Ward Wins “Top Workplace” for 2012

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Firm’s Culture and Commitment Recognized for Second Consecutive Year

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In this day and age, employees find it energizing to work for a company that has such high values.

Loring Ward is proud to announce it has been awarded Bay Area News Group’s Top Workplaces Award for the second consecutive year. The firm provides Investment Management, Business Management and Practice Development to a select group of independent financial advisors and their clients.

“We are honored that our employees have once again voted Loring Ward a Top Workplace,” said Alex Potts, President and Chief Executive Officer of Loring Ward. “This wouldn’t happen without our employees building a great experience, every single day, for our clients—and each other.”

The award is based on an extensive employee survey, conducted by Workplace Dynamics, on company leadership, growth potential, career development, competitive compensation, family-friendly policies and more.

“From the top down, this is a firm committed to acting in the best interests of our clients and the people who work here,” said Hong Ho, Vice President of Human Resources and Administration. “In this day and age, employees find it energizing to work for a company that has such high values.”

For more information about Loring Ward, visit http://www.loringward.com or find us on LinkedIn.

To explore career opportunities at Loring Ward, visit https://loringwardcareers.silkroad.com.

About Loring Ward
For more than two decades, 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 July 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 12-280 (Exp 7/14)

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Leslie Swid
Impact Communications
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