Dr. Harry Markowitz Honored by Loring Ward

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Receives 2016 Heritage Award for his Contributions to Financial Science

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Our firm has drawn on the research and powerful insights of many leading academics to build our Asset Class Investing portfolios, but no one has had a larger and more wide ranging impact than Dr. Markowitz.

Loring Ward today awarded Dr. Harry Markowitz its Heritage Award at the firm’s National Education Conference in San Diego. Markowitz, best known for winning the Nobel Prize in Economic Sciences in 1990 for his work on portfolio selection, has served on Loring Ward’s Investment Committee since 2010.

According to Loring Ward’s CEO, Alex Potts, “Our firm has drawn on the research and powerful insights of many leading academics to build our Asset Class Investing portfolios, but no one has had a larger and more wide ranging impact than Dr. Markowitz. We are so privileged to be able to honor his lifetime of contributions to financial services, and to recognize his impact on millions of investors.”

Markowitz received his award in front of more than 150 financial advisors gathered together to learn new approaches and best practices for building relationships, building and monitoring portfolios and guiding their clients over the long-term.

Past winners of the Loring Ward Heritage Award include David Booth, CEO and Founder of Dimensional Fund Advisors, Rex Sinquefield of Dimensional Fund Advisors and John Bowen, Alan Werba and Carl Reinhardt, Loring Ward’s founders.

“It’s an incredible honor for me to get to work so closely with a pioneer in the field of investment management,” said Payel Farasat, Loring Ward’s Chief Investment Officer. “Not only has Dr. Markowitz been a part of our Investment Committee and thought leadership, he has graciously made himself available to us on countless occasions to provide his guidance and to share his insights and wisdom — not just about investing, but also about life and human behavior when faced with choices and uncertainty. Harry is truly an inspiration - a teacher and a friend.”

About Loring Ward
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.

We have one of the largest networks of independent Advisors in the United States and are 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 Loring Ward Investment Committee Members Dr. Meir Statman and Nobel Laureate, Dr. Harry S. Markowitz.

As of September 2016, Loring Ward has $13.8 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. R16-237 (9/18).

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William Chettle
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