We are committed to helping any advisor who needs it, in whatever way we can, regardless of investment beliefs.
San Jose, CA (PRWEB) August 05, 2015
“What really upsets me about decisions like Curian’s is all the time it takes away from what matters most—helping clients achieve their long-term goals,” said Alex Potts, CEO of Loring Ward. “That is why we have pulled together dedicated resources to help any advisor work through this change, even if that means referring them to another firm.”
Loring Ward’s Regional Team is immediately available to support any advisor who needs help working through transition issues, even if Loring Ward isn’t the right fit.
To help advisors quickly understand the firm’s tools, support and services, Loring Ward has a dedicated resources site: http://www.loringward.com/resources.
According to Potts, “We are known for being a bit stubborn about our strategic, long-term Asset Class investment strategy. However, we are committed to helping any advisor who needs it, in whatever way we can, regardless of investment beliefs.”
About Loring Ward
Headquartered in San Jose, California, Loring Ward (LWI Financial Inc.) is dedicated to helping independent advisors become the most trusted and valued professional in their clients’ lives.
Loring Ward’s Asset Class Investing philosophy combines almost nine decades of market data, the insights of leading academics, including 8 Nobel Prize winners, and the latest discoveries in behavioral finance.
Loring Ward has more than a quarter century of experience providing advisors with the tools, training and support to provide a world-class experience for their clients.
As of August 2015, Loring Ward has $13.1 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 15-245 (Exp 8/17).