Loring Ward Congratulates Chairman of the Board Alan Werba

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To Be Honored by Hillel of Silicon Valley with a “Lifetime Achievement Award”


Every time I attend a student event, I am energized by their enthusiasm and rededicate myself to helping sustain Hillel’s mission.

On March 23, Hillel of Silicon Valley (http://www.hillelsv.org) will present a “Lifetime Achievement Award” to Loring Ward’s Chairman of the Board, Alan Werba, at Hillel’s annual Pillars of the Community luncheon.

Werba has served on Hillel’s board for more than ten years, leading a successful capital campaign to buy, renovate and endow a house for the college students at San Jose State and Santa Clara Universities as well as West Valley, Foothill & De Anza Colleges.

According to Werba, “Despite the implication that somehow my life’s work is complete, I plan to continue providing leadership and support to Hillel of Silicon Valley for many more years. Every time I attend a student event, I am energized by their enthusiasm and rededicate myself to helping sustain Hillel’s mission.”

To that end, Werba has committed to trying to break all previous fundraising records for Hillel. He has announced a “Loring Ward Matching Gift Challenge” and will personally match 50 cents for each dollar donated by Loring Ward employees and affiliated advisors (prior to March 23) up to a maximum matching gift of $25,000.

For more details on this matching gift challenge, please email awerba(at)loringward(dot)com.

Since 1990, Loring Ward (LWI Financial Inc.) has employed Asset Class Investing as the foundation of their comprehensive approach to help independent advisors become the most trusted and valued professional in their clients’ lives.

Headquartered in San Jose, California, Loring Ward passionately believes that advisors and their clients can benefit from the sophistication, truer asset class returns and lower costs that can come from adopting a strategic Asset Class Investing approach.

Loring Ward's approach to portfolio management means advisors have the opportunity to switch to a passive investing strategy instead of spending all their time focused on trying to outguess the market or pick the right managers. They can address what clients really want — a deeper, more meaningful relationship focused on their most important long-term financial goals.

As of February 2013, Loring Ward has $10.4 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 14- 14-074 (Exp. 2/16)

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William Chettle
Loring Ward
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