Headquartered in the heart of Silicon Valley in San Jose, California, Loring Ward is dedicated to bringing science, reason and innovation to investing.
Founded in 1990, we provide Investment Management, Business Management and Practice Development to a select group of America’s most knowledgeable and forward-thinking independent financial Advisors and their clients.
Loring Ward’s portfolio management programs are tailored to the unique needs of successful individuals as well as small businesses and institutions. Our Asset Class Investing philosophy combines more than eight decades of market data, Nobel Prize-winning academic research and the latest discoveries in behavioral finance.
Loring Ward has more than $12 Billion in assets under management as of May 2015.