WFS ALLIANCES
We provide a comprehensive array of services and products to our clients. In order to provide the best possible advice, we have a number of strategic alliances. These alliances function as our back office and allow us to provide state of the art financial services while retaining a small family and business orientated practice. The list below are some but not all of these alliances:
Walnut Street Securities is a broker-dealer that is securities licensed in all 50 states. It is an affiliate of MetLife. We offer securities and advisory products through Walnut Street Securities. They are committed to providing professionals with access to the most advanced resources available to assist their clients and their practices.
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For over 30 years, SEI has relied upon an investment philosophy that focuses on investors objectives. This philosophy is based upon five principles: asset allocation, portfolio structure, tax management, multiple specialist managers and continuous portfolio management. These principles all work together to deliver a program that offers investors personalization, diversification, coordination and management. It's a strategy geared towards achieving both short and long term investment goals that make sense in any financial climate.
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Two Sets of Expertise, One Goal. Morningstar Managed Portfolios is an effective investment solution because it relies on two trusted groups: your financial advisor, who understands your dreams and future needs, and the Morningstar Investment Services team, which specializes in rigorous research and strategic investment management. Together, we give you a portfolio that is aligned with your goals.
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The mission of Loring Ward Advisor Services is to simplify and enhance the lives of financial professionals and their clients by providing clear, integrated investment solutions that are tailored to each client's unique needs.
Originally founded in 1975, we provide a distinct, academically-based investment approach that incorporates Modern Portfolio Theory and behavioral finance in developing customized investment portfolios.
Our solutions have helped a select group of fee-based financial advisors build and manage more than $3 billion in assets with Loring Ward Advisor Services.
