Competitive Advantages

 

Experienced Professionals

-         Our most valuable assets are the people who work at Loyola.  With decades of experience, the directors of Loyola have the financial and technical resources to develop the financial plan that suits the needs of our clients.

-         Our highly trained consultants are committed to continuing education through conferences and seminars, in addition to those required by the Securities and Exchange Commission.  We can never be complacent with the knowledge we already have.  We must always have a desire to learn more because the world today is one of constant change.

 

 

Private Company

-         Being both privately owned and independent, we are able to bypass the bureaucracy that is found in most financial institutions and have the ability put the interest of the client first.

-         We have a direct, personal relationship with the client, which allows us to control the quality of service we provide.

 

Independence

 

-         Being independent allows us to provide unbiased financial advice to our clients.  Many times at larger institutions there can be conflicts of interest where advisers are influenced to sell their own products and adhere to the investment advice of their own analysts.  The only thing that drives us is the appropriate investment for each of our clients.

-         We can actively search for the best execution possible. Unlike most large institutions we are not bound to one trading desk.  We have the ability to negotiate with multiple traders to find the best price for our client.  This translates into direct savings for the client.

 

 

Focus – Client oriented

 

-         Since Loyola Asset Management is both independent and privately owned, we have more time to dedicate to our clients.

-         We are able to consistently provide tailored products and high quality service in a cost-effective way.

-         Our long term client relationships are a testament to our dedication to our clients and to us providing them with quality advice.  Our continued success depends on keeping our standards above those of our competitors.

-         We work solely for the interest of our clients.

 

Global Perspective

 

-         We can invest in global markets through our affiliates in most stock exchanges throughout the world.  This is vital in executing the global perspective we have envisioned in regards to investments.

-         We place a high priority on staying abreast of international events that affect the global economy that we live in. We are constantly looking to take advantage of opportunities that have occurred due to changes in certain industries, and in different parts of the world.

 

Our Culture

 

      -    Our Culture
Securities and Advisory Services are offered through Western International Securities, Inc.  Member FINRA/SIPC. Loyola Asset Management and Western International Securities, Inc. are separate and unrelated companies.
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