Founded in 1999, the SA Funds – Investment Trust is a family of ten asset class mutual funds advised by Loring Ward and available exclusively through select independent Advisors.
The majority of the SA Funds are sub-advised by Dimensional Fund Advisors, one of the most respected money managers in America.
Each SA Fund has its own distinct risk and reward characteristics, investment objective, policies and strategies. The SA Funds are meant to be utilized as building blocks for fee-based Financial Advisors to create diversified portfolios for their clients.
The SA Funds are an important component of Loring Ward’s Asset Class Investing philosophy and portfolios.
The SA Funds are sponsored by LWI Financial Inc. (“Loring Ward”) and distributed by its affiliate, Loring Ward Securities Inc., member FINRA/SIPC.Consider the investment objectives, risks, charges and expenses of the SA Funds carefully before investing. The prospectus contains this and other information about the SA Funds. To obtain a prospectus, additional information about the SA Funds, or performance data current to the most recent month-end, please call, toll-free, 1-844-366-0905 or click here. Please read the prospectus carefully before investing.
Investing involves risk; principal loss is possible. Diversification neither assures a profit nor guarantees against loss in a declining market.