"You work hard for your money and that's why you want your money working hard for you."
- Howard S. Lorch, Managing Director - Investments
Our mission is to team up with clients in developing strategies that help preserve and grow their capital to achieve financial independence and ultimately pass on their estate to future generations.
Howard S. Lorch, over more than 10 years consecutively, has been ranked by Barron's Magazine in the Top 100 (2007,2008), Top 1000 (2009,2010,2011,2012,2013), and Top 1200 (2015,2016,2017,2018)1
. Howard has been recognized by the Financial Times FT 400 Top Financial Advisors2
the Forbes "Best In State" Advisors (2018,2019)3
, and was inducted into Research Magazine's Financial Advisor Hall of Fame in 20074
1The Barron’s Top 1,200 Financial Advisors, Top 1,000 Financial Advisors, and top 100 Financial Advisors rankings are based on data provided by thousands of Advisors. Factors included in the rankings were assets under management, revenue produced for the Firm, regulatory record and client retention.
2The Financial Times Top 400 Advisors rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications and compliance record. Investment performance and financial advisor production are not explicit components.
3The Forbes "Best In State Advisors List" ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
4Research Magazine’s “Top-Ranked Advisors In America”, September 2006-2008 identified by “The Winner’s Circle”, bases its rankings on qualitative criteria: professionals with a minimum of 7 years’ financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. With over 7,000 nominations compiled on an annual basis, Financial Advisors are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with nominees. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. For more information on ranking methodology, go to www.WCorg.com. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. The rating is not indicative of the Financial Advisor’s future performance. Neither Wells Fargo Advisors nor its Financial Advisors pay a fee to The Winner’s Circle in exchange for the rating.
Our clients expect and enjoy direct access to Howard S. Lorch, Trish M. Bonnot, and the rest of The Lorch Group.
Although consistently ranked by Barron's Magazine, our greatest source of inspiration is the confidence we have earned from our clients. Nothing speaks more to one's reputation than the willingness of others to recommend you.