Structured Investments

Instead of trying to beat the market, we believe that you should let the market work for you.

THE WEALTH ENGINEER® has adopted Loring Ward’s Structured Investing philosophy which is a prudent, strategic approach designed to help investors achieve their lifetime financial goals.

The Structured Investing philosophy combines Loring Ward’s:

  • Nobel-prize winning academic research
  • In-depth studies of investor psychology and behavior
  • Eight decades of empirical evidence and practical applications

Through both bull and bear markets, our distinctive philosophy has never wavered.

The Structured Investing philosophy has five key concepts that play an essential role in the construction of a portfolio tailored specifically to each investor’s goals and needs:


Risk & Return
are Related

Diversify with Culture

Customize Your Portfolio

Invest for the
Long Term