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    Our Wealth Management & Investment Partner

Loring Ward Investment Services

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 $11.8 billion in assets under management as of July 2014.

About Loring Ward

Loring Ward was founded with one simple, straight forward mission: to serve and support independent Advisors and their clients. We bring passion, commitment and dedication to every aspect of our business, whether it is serving as an Advisor’s complete back-office solution or helping Advisors build custom-tailored portfolios with better tools.

Loring Ward has a long history of innovation, including being one of the first firms to partner with Dimensional Fund Advisors, one of America’s most respected institutional money managers. All our portfolios are built with funds from Dimensional and/or Loring Ward’s own fund family, the SA Funds - Investment Trust, which are sub-advised by Dimensional.

We believe that Advisors and their clients—not just institutions—can benefit from the discipline and sophistication (and lower costs) that typically characterize institutional money management.

Working with some of the academic community’s most innovative and respected thinkers and economists ensures that Loring Ward is always researching tomorrow’s solutions today. Our Investment Committee includes our chief investment strategist Joni Clark, CFA, CFP®, as well as the noted behavior economist Professor Meir Statman and the 1990 Nobel Laureate for Economic Sciences, Dr. Harry Markowitz.

Loring Ward also brings the power of our experience and investment philosophy to retirement plans through Loring Ward Total Retirement, which offers a number of retirement solutions for businesses, institutions and non-profits, including 401k, 403b and Profit Sharing plans.

Investors should carefully consider an investment’s objectives, risks, charges, limitations, and expenses. This and other information about SA Funds are in the Prospectus that should be read carefully by clients before investing.

Values will fluctuate, and shares, when redeemed, may be worth more or less than original cost.

Our Distinctive Investing Philosophy

With tens of thousands of investments to select from -- and more appearing every day -- investors face an overwhelming and endless series of choices.

But the real choice is really quite simple.

Instead of trying to beat the market, we believe that you should let the market work for you.

Loring Ward’s Asset Class Investing philosophy offers a prudent, strategic approach designed to help investors achieve their lifetime financial goals. Combined:

  1. It focuses your investment portfolio on your most important life goals rather than short-term market trends.
  2. It is based on science and academic research. It combines the latest discoveries in economics and investing with more than 80 years of market data and insights as well as in-depth studies of investor psychology and behavior.
  3. It is a disciplined and structured approach. It helps protect against the common behavioral mistakes that can compromise your long-term financial goals.

We passionately believe that most investors can benefit from the sophistication, truer asset class returns and lower costs that can come from adopting a strategic Asset Class Investing approach.

This means you no longer have to spend all your time focused on trying to outguess the market or pick the right managers.

Instead, you can address what matters most -- enjoying your life secure in the knowledge that you have a prudent plan in place for achieving your long-term goals.

Content written by Clint Haynes, CFP® | Certified Financial Planner®

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NextGen Wealth, LLC is a registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor, tax professional, or attorney before implementing any strategy or recommendation discussed herein.

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