What makes Loring Ward different, is the experience we aim to provide to our clients.
San Jose, CA (PRWEB) September 29, 2015
Loring Ward today announced the launch of its redesigned website, http://www.loringward.com. The site focuses in depth on how Loring Ward strives to create a better wealth experience for Financial Advisors and their clients.
In an industry that is often jargon-filled and difficult to understand, the site was redesigned to offer transparency, everyday language and clarity. Though the site is primarily for Financial Advisors, it is also intended to educate and empower investors.
According to Loring Ward’s Chief Marketing Officer, Marcus Beisel, “What makes Loring Ward different, is the experience we aim to provide to our clients. We think this is so important that we not only built the site around experience, but our entire offering and even our new tagline -- ‘A Better Wealth Experience’ – to capture our differentiation in the marketplace.”
In addition to highlighting the firm’s capabilities and culture, the site features enhanced content, tools and intellectual property. The site also offers a refreshed and streamlined design, improved navigation and a more engaging user interface.
This effort was purposely driven by an in-house team, with input from every Loring Ward department, in order to fully capture the firm’s 25 years of service innovation, investment expertise and relationship building. To visually convey the firm’s personality, values and promise, imagery on the site is from employees and includes the personal story around each photograph.
The site includes information on Loring Ward’s Asset Class Investing philosophy, how the firm helps Advisors and investors, as well as the firm’s mission, values and history of innovation. Investors looking for a new Financial Advisor can be connected with a member of the Loring Ward Network of Advisors who has a fiduciary duty to act in clients’ best interests.
“It was really important for us that the new site help Financial Advisors understand what we do—and why—and find value, even if they don’t work with us,” said Alex Potts, Loring Ward CEO. “We also want to educate investors on the key role an independent Advisor can play in helping help clarify, prioritize and achieve goals.”
Loring Ward (LWI Financial Inc.) is committed to creating a better wealth experience for Financial Advisors and their clients across the U.S. For over 25 years, the firm has strived to do this by empowering Advisors with Investment and Advisor Solutions that increase the probability of delivering a great experience for their clients.
The firm has one of the largest networks of independent Advisors in the United States and is located in Silicon Valley, California.
Loring Ward’s Asset Class Investing philosophy is based on almost nine decades of data, analysis and research, insights from behavioral finance and close relationships with leading academics — including the firm’s Investment Committee members, Dr. Meir Statman and Nobel Laureate Dr. Harry S. Markowitz.
As of September 2015, Loring Ward has $12.4 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 15-296 (Exp 9/17).