Loring Ward Holdings:
An Asset-Class Oriented TAMP Leveraging Dimensional Fund Advisors

Recently Released!!!
Date Published: October 12, 2018
Summary PowerPoint Deck: 53 Slides

Reference PowerPoint Deck: 241 Slides

Loring Ward Holdings was founded as RWB Advisory Services by Carl Reinhardt, Alan Werba, & John Bowen in 1990 and is based in San Jose, CA. Loring Ward Holdings has two offices, 112 employees and is led by its Chairman Alan Werba, CEO Alex Potts, & Chief Operating Officer Howard Lee. Its web sites can be found at www.loringward.com, www.advisorinsightsblog.com, www.totalretirement.com, www.myadvsiorcenter.com, & www.charlestoninvestmentadvisors.com.

Loring Ward Holdings' comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Reinhardt Werba Bowen Phase
  • RWB Advisory Services Phase
  • Assante Phase
  • Loring Ward Group International Phase
  • Loring Ward Group Phase
Its profile includes the key statistics of the firm, including its number of employees, revenues, pre-marketing expenses profits, EBITDA, pre-tax & other expenses profits, pre-tax profits, net profits, & cash flows.

Its profile includes detailed outlines of its core businesses, including:
  • LWI Financial (RIA)
    • Structured Investing Advantage & Strategic Investing Portfolio Services (TAMP)
    • Strategic Portfolio Services (Strategist)
    • Sub-Advisory Services
    • Loring Ward Total Retirement
    • SA Funds Investment Trust
  • Loring Ward Securities (Broker/Dealer)
  • The Wealth Management Alliance
And its profile concludes with the highlights of its organizational structure & ownership.
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