Loring Ward Announces Sustainability Portfolio Series

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New Option for Environmentally Responsible Investors.


Personal Values Investing is focused on helping investors serve their financial goals while staying true to their personal values.

Loring Ward announced the launch of their new Sustainability Portfolio Series. As part of the Personal Values Investing (PVI) series, these portfolios are intended for clients who want to know that the companies they are investing in are committed to a greener, environmentally sustainable future.

Personal Values Investing, which also includes a Socially Responsible Investing (SRI) Portfolio Series, is an approach for those who want to invest only in companies whose business practices are in line with their most deeply held social and environmental beliefs and values.

According to Joni L. Clark, CFA, CFP®, Loring Ward’s Chief Investment Officer, “Personal Values Investing is focused on helping investors serve their financial goals while staying true to their personal values.”

To learn more about Personal Values Investing and the resources available, please join Loring Ward’s upcoming webinar, Personal Values Investing—Aligning Clients’ Values & Finances, being held on Tuesday, February 12, 2013 at 11 AM PT. Click here to register.

For financial advisors interested in finding out more about the Sustainability Portfolio Series or Personal Values Investing, call Loring Ward Advisor Relations at (800) 366-7266 — Option 6.

About Loring Ward
Loring Ward (LWI Financial Inc.), based in San Jose, California is a Turnkey Asset Management Provider (TAMP) dedicated to helping independent advisors become the most trusted and valued professional in their clients’ lives. Founded in 1990, 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 January 2013, Loring Ward has over $8 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 13-039 (Exp. 2/15)

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Leslie Swid
Loring Ward
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