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Loring Ward

Empowered Retirement Partners with Loring Ward

We’ve entered into a strategic alliance with Loring Ward Financial, Inc. a renowned wealth advisory firm founded in 1990, headquartered in San Jose, California and recently merged with BAM Advisor Services. The BAM acronym stands for Buckingham Asset Management.

This new relationship strengthens our professional presence in the Institutional Money Management space. We provide you with institutional money management grounded in decades of academic research and backed by an Investment Committee that includes Nobel Laureate, Dr. Harry Markowitz and Behavioral Finance pioneer, Dr. Meir Statman. Loring Ward’s Investment Committee’s focus on prudent risk management has made a real difference in analyzing historical empirical data alongside the behavioral tendencies in order to create effective investment portfolio models, crafted both for capital appreciation potential while seeking to minimize short-term volatility.

In addition, Loring Ward provides a number of tools, such as:

  • Videos and Webinars to help you become an even smarter investor,
  • An Investment Policy Statement to Facilitate Prudent, Long-Term Investment Strategies,
  • Analytical Tools & Technology Providing Superior, Objective Research,
  • Quarterly Reports – Previous Quarter plus Historical Returns & Volatility Since Inception,
  • Disciplined Rebalancing Methodology,
  • Easy to Read & Understand Educational Materials,
  • Secure Online 24/7 Account Access &
  • Wealth Management Software Tools & Services.

all of which help us better serve and advise you.

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