For over two decades, Loring Ward has provided portfolio management and back-office services to some of America’s most knowledgeable and successful independent financial advisors and their clients. These services include client reporting, portfolio management, operational processing, securities trading, and educational and training support.
Loring Ward’s support services allow advisors to spend more time working with clients and less time dealing with the day-to-day management of operational details Legacy Advisors receives a high level of service from Loring Ward including a dedicated administrative team assigned to servicing the needs of our firm and our clients. Loring Ward is headquartered in San Jose, California.
Our clients benefit from this partnership with Loring Ward through increased research from their investment committee which includes Nobel Prize Laureate, Harry Markowitz, and nationally recognized behavioral finance expert, Meir Statman
Dimensional Fund Advisors (DFA) is a leader in developing asset class portfolios for institutional investors and independent investment advisors. Dimensional Fund Advisors’ investments are designed to meet the needs of professional investors, and the firm’s resources are devoted to improving these strategies wherever possible.
Investments are not available directly to individuals but are limited to clients of a select group of financial advisory firms. Our relationship with Dimensional Fund Advisors is based on shared views about how capital markets work and how best to provide clients with a successful investment experience.
DFA’s investment strategies are supported by extensive historical research, which documents a reward for taking risk. Since the firm was founded in 1981, DFA has continued to work with some of the world’s leading financial economists to develop and enhance its strategies.
National Financial - Fidelity
National Financial is a pioneering firm with a long history of working with independent financial advisors. They are one of the largest providers of dedicated custodial services to the independent investment advisor community.
As a Fidelity Investments company, National Financial put the strength, resources, and experience of one of the world's largest providers of financial services to work for you.
- The largest brokerage platform in the industry with $5.1 trillion in assets under administration
- Investments in technology to offer the scale and scope that helps firms drive efficient results and manage costs.
- Financial strength with net capital of $2.7 B, exceeding requirements by $2.2 billion.
Envestnet is a leading provider of integrated portfolio, practice management, and reporting solutions to independent financial advisors and institutions. Our open architecture platform encompasses a broad range of institutional research, investment products, and advisory resources. As of October 1, 2014, the firm has grown to serve more than $683B in total platform assets and nearly 2.8 million investor accounts.
With more than 2,000 independent advisors, Securities America is one of the nation’s largest independent broker/dealers providing our firm with critical compliance and regulatory support.
Based in Omaha, Nebraska, and founded in 1984, Securities America prides itself on providing exceptional service, focusing on doing business in a friendly, efficient and effective way.