Loring Ward Announces Move Downtown San Jose

Share Article

Firm will occupy two floors at 10 Almaden.


We wanted a dynamic, world-class space in the heart of Silicon Valley that could accommodate our continuing growth and inspire our employees and clients.

Loring Ward announced that it has signed a lease at 10 Almaden in Downtown San Jose to occupy the 14th and 15th floors.

“We wanted a dynamic, world-class space in the heart of Silicon Valley that could accommodate our continuing growth and inspire our employees and clients,” said Alex Potts, Loring Ward’s President and CEO.

Reaction from civic leaders has been very positive.

“I want to congratulate Loring Ward on its recent lease of space in Downtown San Jose,” said Mayor Chuck Reed. “Locating in Silicon Valley’s urban center is the right choice for a growing company. We appreciate Loring Ward’s ongoing confidence and investments in San Jose, and wish the company much success in the years to come.”

“We’re thrilled to have Loring Ward move into our dynamic Downtown and congratulate them on their growth and expansion,” said Councilmember Sam Liccardo. “This is additional evidence of Downtown San José’s success.”

To help Loring Ward create an environment that facilitates creativity, productivity and team work, the firm has engaged one of the Bay Area’s top architectural design firm, ReelGrobman, to completely customize the space, in partnership with Cassidy Turley. The General Contractor for the build out of the space is McLarney Construction.

According to Loring Ward’s Vice President of HR, Bernadette Calvo, who has been tasked with spearheading the move, “Our goal is to create an office that is a true reflection of who we are as a company and what we stand for.”

As part of the lease, a sign with Loring Ward’s name will be placed at the top west corner of 10 Almaden. Loring Ward anticipates moving into the new space in the fall.

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 an advisory and investment management company committed 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 almost nine 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 May 30, 2014, Loring Ward has $11.4 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. IRN R 14-246 (Exp 5/16).

Share article on social media or email:

View article via:

Pdf Print

Contact Author

William Chettle
Loring Ward
+1 646-285-4783
Email >
since: 12/2009
Follow >
Visit website