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A Foundation of Excellence – Why Loring Ward Builds Portfolios Using Dimensional Fund Advisors

Investing is about more than your portfolio. It’s about your life, and having a plan for what you want to accomplish and what it will take to meet your goals.

To get where you want to go — whether that means a comfortable retirement, college education for your children, a second home or caring for elderly parents — your long-term plan should be built on a solid investment foundation, one based not on guesswork and speculation but on science, data and academic research.

This is why, for more than two decades, Loring Ward has worked with Dimensional Fund Advisors (Dimensional) as a strategic partner for our portfolio management programs.

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Hayashi Wayland Investment Services. (“HWIS”) is a California registered investment adviser firm. Such registration does not imply a certain level of skill or training.  For a copy of HWIS’s current Form ADV that includes a description of our services provided, fees charged, and other important information, please click hereHWIS may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered or otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in states or international jurisdictions where HWIS is not registered or licensed shall be limited so as not to trigger registration or licensing requirements.  For additional important disclosures, please click here.

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