Loring Ward Wins “Top Workplace” for 2013

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Firm’s Culture and Commitment Recognized for Third Consecutive Year

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We are successful as a company because our associates believe in what we do and why we do it.

Loring Ward is proud to announce it has been awarded Bay Area News Group’s Top Workplaces Award for the third 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 successful as a company because our associates believe in what we do and why we do it,” said Alex Potts, President and Chief Executive Officer of Loring Ward. “Every day, we know we are making a real difference for thousands of people.”

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

“Our associates deserve the credit for making this a really cool and purposeful place to work,” said Bernadette Calvo, Vice President of Human Resources. “While we are delighted by the results, we are committed to continuing to make Loring Ward an even better place to work.”

For more information about Loring Ward, see our homepage at http://www.loringward.com or find us on LinkedIn, http://www.linkedin.com/company/loring-ward.

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

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 June 2013, Loring Ward has almost $8.7 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 are offered through its affiliate, Loring Ward Securities Inc., member FINRA/SIPC.R 13-203 (Exp. 6/15)

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Leslie Swid
Loring Ward
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