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Loring Ward, Inc.




Certified Public Accountants, are people who are dedicated financial professionals of the United States of America and who have spent a good deal of their academic career studying and passing the stringent Uniform Certified Public Accountant Examination. These professionals have, strived to meet and have met additional state education and experience requirements for their license to operate as a CPA. CPAs are the only professionally licensed people to provide the public, attestation which includes auditing and opinions on financial statements. While CPAs are known by the general public in part for their tax expertise and for maintaining the accounts books of small organizations, they are uniquely educated for the attestation function discussed above.

Loring Ward International Ltd. provides a comprehensive range of wealth and life management services tailored to the individual needs of their clients. The Company is comprised of two core business segments, Asset Management & Advisory Services and Business & Financial Management.

Loring Ward Asset Management & Advisory Services brings together the Company's businesses serving investment advisors and private investment clients, namely Loring Ward Advisor Services and Loring Ward Capital Management.

Their Business & Financial Management segment offers clients customized services ranging from tax planning, preparation, compliance, and filing services, to cash flow management, bill payment and other related business management services. The latter could include tour accounting, real estate and relocation services, insurance protection, negotiation of major purchases, coordination of property management and domestic services and medical claims processing. The aim is to manage each component of the client's household balance sheet.
 
The firm has helped independent registered investment advisors and investment advisor representatives of Broker/Dealers build and enhance their fee-based practices since the early 1990's. Its practitioner heritage and close relationships with its advisors enable it to provide time-tested, useful, real-world tools and strategies. These include three exclusive, turnkey portfolio management solutions Synervest, Synervest Advantage, and Synervest Asset Management, which are targeted to clients of advisors with more than 100,000 dollars of ingestible assets.
 
For generations, a number of North America's most affluent families have assembled their own dedicated team of experts to handle their complex financial and business management affairs. Today, through Loring Ward Business & Financial Management, clients access a convenient one-stop solution for many of their wealth, life management needs.

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