Loring Ward Recognized as One of America’s Top 300 Registered Investment Advisors by the Financial Times

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Ranking is Qualitative and Quantitative Look at What Makes a Top Advisor

Loring Ward is proud to announce it has been recognized as one of America’s top 300 registered investment advisors by the Financial Times.

The 2014 Financial Times Top 300 Registered Investment Advisors (FT 300) list is based on data gathered from RIA firms, regulatory disclosures, and Financial Times research. It reflects each firm’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility.

For a pdf of the full Financial Times report, click here.

For more information about Loring Ward, visit http://www.loringward.com.

About Loring Ward
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 provides investment management and advisory services to a select group of independent financial advisors and their clients. The firm’s Asset Class Investing philosophy combines almost nine decades of market data, Nobel Prize-winning academic research and the latest discoveries in behavioral finance.

As of July 2014, Loring Ward has $11.8 billion in assets under management. For more information, please visit http://www.loringward.com.

The 2014 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2014). Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

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 14-310 (Exp. 7/16)

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William Chettle
Loring Ward
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