Loring Ward Congratulates Dr. Meir Statman

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Winner of the 2015 Matthew R. McArthur Award


Meir's work has been invaluable in helping the Advisors we work with better manage and guide client behavior

Loring Ward congratulates Dr. Meir Statman on being awarded IMCA’s 2015 Matthew R. McArthur Industry Pioneer Award for excellence in the field of investment consulting. The Award honors professionals who exhibit commitment and unsurpassed leadership in developing industry-specific technologies or advisor-focused innovations.

In addition to being a long-standing member of Loring Ward’s Investment Committee and the Glenn Klimek Professor of Finance at Santa Clara University, Dr. Statman is best known for his pioneering research in Behavioral Finance. His invaluable contributions to the field have helped illuminate the cognitive and perceptual biases that can shape financial decision making.

The Award was presented on April 28 at the 2015 IMCA Annual Conference. Notable past recipients include Peter Bernstein, William Sharpe and fellow Loring Ward Investment Committee Member, Dr. Harry Markowitz.

“We are very excited that Meir is being recognized by IMCA for his outstanding professional achievements,” said Loring Ward’s CEO Alex Potts. “His work has been invaluable in helping the Advisors we work with better manage and guide client behavior. His insight has made a real difference helping people stick to their long-term plans. We are all fortunate to work with him.”

Headquartered in San Jose, California, Loring Ward (LWI Financial Inc.) is been 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, Nobel Prize-winning academic research and the latest discoveries in behavioral finance.

From Investment Management to Business Management to Practice Development, Loring Ward has more than a quarter century of experience giving advisors the tools, training and support to provide a world-class experience for their clients.    

As of April 2015, Loring Ward has $12.7 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 15-121 (Exp 4/17).

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William Chettle
Loring Ward
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