Lorin ward seattle

That would be my back office support staff in San Jose. Loring Ward is compensated for their client and adviser services through either 1 an administrative fee added to their portfolio, or 2 through the operating expenses of SA Funds the most common method for most of my clients.

SA Funds are not meant to be stand alone funds, rather mutual funds that work in tandem for diversification purposes. SA Funds are guided through an investment committee , with sub-management provided by Dimensional Fund Advisers DFA who are a well-respected institutional style management firm that makes their decisions based on applied academic research. You need independent firms performing key functions so that cross-checks are in place to protect your assets from malfeasance.

Thus, the support staff function at Loring Ward frees up my time from administration duties, so that the adviser function I do, is separate from your investment in SA Funds, which are managed by the investment committee and DFA, and held at a custodian. Each piece is vital. Disclosure: I am not compensated by sales commissions.

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