About

Since 1990, Loring Ward has helped independent financial advisors provide better client experiences.
 
Working with leading academics, we build strategic Asset Class portfolios with the goal of harnessing the power of global markets and keeping clients focused on what matters most — your advice. Our approach is designed to help you:
 

  • Create greater efficiencies in your practices and maximize your time
  • Build a client-centered wealth advisory practice with more ideal clients
  • Become the most trusted professional in your clients’ lives.

Visit loringward.com/advisors for more information. Or call (800) 366-7266 – Option 6.
 
Click here to learn more about working with Loring Ward.
 
Blog Contributors

Alexpotts  
Alex Potts
President and CEO, Loring Ward
 
Alex Potts is the President and CEO of Loring Ward Group Inc. as well as President and CEO of the SA Funds – Investment Trust.
Alexpotts  
Dr. Harry Markowitz

 
Dr. Harry Markowitz is best known for winning the Nobel Prize in Economic Sciences in 1990 for his work on portfolio selection. He is a professor of finance in the Rady School of Management at UC San Diego and is a member of the Loring Ward Investment Committee.

williamChettle  
J. William G. Chettle
Executive Vice President, Marketing, Loring Ward
 
William oversees all of Loring Ward’s marketing and communications efforts. He also presents and writes frequently on a variety of investment and marketing related topics.
steve atkinson  
Steven J. Atkinson, CFS
Executive Vice President, Loring Ward
 
As an Executive Vice President in charge of the Advisor Relations Group, Steve oversees a team dedicated to helping the independent Advisors who partner with Loring Ward to grow their businesses through ongoing support, coaching and partnership.
Chris Stanley  
Chris Stanley
General Counsel, Loring Ward
 
Chris Stanley is the General Counsel for Loring Ward Holdings Inc. and its subsidiaries, LWI Financial Inc. and Loring Ward Securities Inc. In this role, he guides Loring Ward and its advisory community through the evolving legal and regulatory complexities faced by the financial services industry.
Erich reinhardt  
Erich Reinhardt
Vice President, Advisor Relations, Loring Ward
 
Erich works with the Advisor Relations team helping to enhance Loring Ward’s offering and the overall Advisor experience.
Heather Hooper  
Heather Hooper
Vice President, Retirement Strategies, Loring Ward
 
Heather heads up Loring Ward Total Retirement (LWTR) — which works with independent advisors to offer a wide range of retirement plan solutions, including 401k, 403b, 457(b), Profit Sharing, Defined Benefit and 401k/Defined Benefit combos.
Payel Farasat  
Payel Farasat, M.Sc.
Chief Investment Officer, Loring Ward
 
Payel Farasat is the Chief Investment Officer at Loring Ward. She has consulted extensively on sophisticated financial analysis, portfolio strategies, and implementation with advisory chief investment strategists, committees, boards and end clients.
shedlonMcfarlan  
Sheldon P. McFarland
Vice President, Portfolio Strategy & Research, Loring Ward
 
Sheldon’s responsibilities include management of the Research and Portfolio Strategy groups, oversight of the Loring Ward Investment Planning Center, and development of tools and services to support Loring Ward advisors. He also authors articles for Loring Ward publications, presents at events, and serves on both Loring Ward’s Investment and SA Fund Pricing Committees.
John Scruggs  
John Scruggs, PhD
Vice President, Research, Loring Ward
 
John is responsible for conducting original research and employing insights from financial research to serve Loring Ward advisors and clients.
mattCarvalo  
Matthew J. Carvalho, CFA, CFP®
Director, Investment Research, Portfolio Strategy & Research, Loring Ward
 
Matt has worked in the financial services industry for nearly a decade, including institutional money management, retail brokerage and wealth management. As Director of Investment Research at Loring Ward, he communicates the firm’s investment philosophy directly to Advisors and conducts research and performance verification for the firm.
JimHealey  
Jim Healey
Director of Reporting and Analytics, Loring Ward
 
Jim manages the periodic investor reporting program that supports Loring Ward advisors.
joniclark  
Joni L. Clark, CFA, CFP®
Consultant, Loring Ward
 
Joni is a consultant with Loring Ward’s Portfolio Strategy and Research Group. She has advised clients on all aspects of investment strategy and portfolio risk management for two decades.
Andrew Essig  
Andrew Essig, CFA
Sr. Portfolio Analyst, Portfolio Strategy and Research, Loring Ward
 
Andrew supports the firm’s investment research, portfolio strategy and portfolio management initiatives by conducting analytical research, providing investment/market commentary and speaking with business partners to educate and promote our investment philosophy.
JerrodFoster  
Jerrod L. Foster
Portfolio Analyst, Portfolio Strategy and Research, Loring Ward
 
Jerrod performs research and frequently writes articles to educate Advisors about Asset Class Investing. He is also the administrator for the Investment Planning Center and is responsible for conducting performance reporting for Advisors.
Alicai Temmerman  
Alicia Temmerman, CIPM
Portfolio Analyst, Portfolio Strategy and Research, Loring Ward
 
Alicia performs research and analysis and conducts performance reporting for Loring Ward’s broker/dealer relationships.
vinceCrivello  
Vince Crivello
Director, Practice Management, Loring Ward
 
Vince provides a wealth of resources to help advisors enhance their existing businesses and develop their personal and professional skills in a number of key areas.
Mark Fonville  
Mark Fonville
VP, Regional Director, Loring Ward
 
Mark consults with advisors to help them best leverage resources to maximize their client experience.
Scott Lamb  
Scott Lamb
Vice President, Strategic Relations for Loring Ward.
 
Scott Lamb, CFP® works closely with Loring Ward’s broker/dealer relationships to help advisors best leverage Loring Ward’s expertise in investment, practice and wealth management so that they can develop stronger client relationships that can lead to better client experiences.
Kelli  
Kelli Cruz
Founder & Managing Director, Cruz Consulting Group
 
Kelli Cruz is the founder of Cruz Consulting Group in San Francisco.
Karen  
Karen Parker
Senior Communications and Content Specialist
 
Karen is part of Loring Ward’s Marketing team, responsible for writing and editing materials for advisors and clients.
Karen  
Timothy M. Wochok, CFP®
Advisor Relations Consultant
 
Tim serves as an internal resource for advisors who have questions about Loring Ward’s tools and services. He also helps coordinate practice conversions.
Malini  
Malini Dichpally
Director, Web Development, Loring Ward
 
Malini is responsible for leading the Web development and maintenance of Loring Ward’s websites and web applications.
Kate  
Kate Tengberg
Graphic Designer, Loring Ward
 
Kate is part of Loring Ward’s Marketing team, responsible for graphic design and helping maintain the visual identity of Loring Ward’s brand standards.
Andrew  
Andrew Celaya
Marketing Operations Specialist, Loring Ward
 
Andrew Celaya is part of Loring Ward’s Marketing team, responsible for creating and distributing email communications.
Panch  
Panch Romero
Regional Director, Loring Ward
 
Panch shares best practices with advisors to help meet the challenges they are facing today and will face in the future.
Meir Statman  
Meir Statman, PhD
Member of Investment Committee, Loring Ward
 
Meir Statman is the Glenn Klimek Professor of Finance at the Leavey School of Business, Santa Clara University, and a member of Loring Ward’s Investment Committee. His research focuses on how investors and managers make financial decisions and how these decisions are reflected in financial markets.
Meir Statman  
Michael Noland, CLU®, CHFC®, AEP®
Managing Partner of Integrated Wealth Management
 
Michael R. Noland founded Integrated Wealth over 30 years ago. Through good fortune and much effort, he has attained some of the highest levels of success in his profession, earning membership in the prestigious Top of the Table and International Forum.
Barry LaValley  
Barry LaValley
Founder of The Retirement Lifestyle Center
 
Barry LaValley is the Founder of The Retirement Lifestyle Center, and a leading educator and authority on the lifestyle transition to retirement for North Americans.
delwin  
Delwin Holeman
Owner, ID Web and Print
 
Delwin is the owner of ID Web and Print, a website development firm in Athens, GA (http://justthreepages.com). Delwin has built sites for many Advisors working with Loring Ward – as well as helping with implementing the redesign of loringward.com.

© 2016 LWI Financial Inc. All rights reserved.
Investment advisory services provided by LWI Financial Inc. (“Loring Ward”). Securities transactions offered through its affiliate, Loring Ward Securities Inc., member FINRA/SIPC.