October 2018

Loring Ward Merger with Buckingham Advisors Services

We wanted to make you aware of a change related to our investment and back-office service provider, Loring Ward. They recently announced that they will be merging with BAM (Buckingham) Advisor Services, a similar firm with a similar mission located in St. Louis, MO. Both firms have a loyal client base of independent financial advisors who mostly serve individual investors.

Loring Ward Merger with Buckingham Advisors Services

We wanted to make you aware of a change related to our investment and back-office service provider, Loring Ward. They recently announced that they will be merging with BAM (Buckingham) Advisor Services, a similar firm with a similar mission located in St. Louis, MO. Both firms have a loyal client base of independent financial advisors who mostly serve individual investors.

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