Provident Source, LLC is a Charlotte-based Registered Investment Adviser specializing in 401(k) retirement plans and individual investment accounts.  Provident Source is uniquely positioned to provide investment advisory services for individuals, IRAs, working in concert with our partners,

Loring Ward and Dimensional Fund Advisors. 

 

Loring Ward’s portfolio management programs combine more than eight decades of market data, Nobel Prize-winning academic research, and the latest discoveries in behavioral finance into a unique investment service. Loring Ward’s partnership with Dimensional Fund Advisors, a leading institutional investment management firm, provides us with institutional pricing and professional money management and supports the sound implementation of your strategic objectives. 

 

For our plan sponsors, we serve as an independent investment advisor. 

In this role, we assist in finding the right fit for their retirement plan needs.  In addition, we will review plan design and propose changes either required or advantageous under current ERISA regulations.  We have access to most of the top 401(k) providers and can perform an analysis versus a company’s current provider and make recommendations from the results. 

As independent fee-based advisors, we receive no commissions or rebates from any fund company; and unlike stock brokers or insurance sales persons, our options include ERISA 3(38) protection.

 

 

 

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To learn more about these stalwart partners, please visit  www.LoringWard.com and www.dfaus.com.