Loring Ward Wins “Top Workplace” for 2014

Share Article

Firm’s Culture and Commitment Recognized for Fourth Consecutive Year


We can only serve our clients well, if we first create an exceptional experience for our own employees.

Loring Ward is proud to announce it has been awarded Bay Area News Group’s Top Workplaces Award for the fourth consecutive year. The firm provides investment management and advisory services to a select group of independent financial advisors and their clients.

“We can only serve our clients well, if we first create an exceptional experience for our own employees,” said Alex Potts, President and Chief Executive Officer of Loring Ward. “When you love what you do and where you work, everyone wins.”

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.

“We take the Top Workplace results very seriously,” said Bernadette Calvo, Vice President of Human Resources. “They are an opportunity to celebrate what we’ve accomplished and a roadmap for how we should continue to improve.”

For more information about Loring Ward, visit http://www.loringward.com. To explore career opportunities at the firm, visit https://loringwardcareers.silkroad.com.

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 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 June 16, 2014, Loring Ward has $11.6 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 14-265 (Exp. 6/16)

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 >
Loring Ward

Visit website