August 30, 2016 10:28 PM ET

Capital Markets

Company Overview of Loring Ward International Ltd.

Company Overview

Loring Ward International Ltd. provides asset management and advisor services in the United States. The company offers investment management services and a turnkey asset management program to the independent investment advisors and their clients. Its services include portfolio strategies and programs, back office operational processing, advisor education and training, and business development support. The company’s advisory services comprise the operational processing of account opening, cash management, securities trading, custody, billing and collection, recordkeeping and reporting, statement generation and delivery, and development of investment policy statements. It also offers a suite o...

3055 Olin Avenue

Suite 2000

San Jose, CA 95128

United States



Key Executives for Loring Ward International Ltd.

Chief Executive Officer and President
Chief Operating Officer and Chief Financial Officer
Chief Compliance Officer, Chief Regulatory Officer, General Counsel and Corporate Secretary
Chief Retirement Strategist
Managing Director of Marketing & Communications
Compensation as of Fiscal Year 2016.

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Recent Private Companies Transactions

No transactions available in the past 12 months.

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