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Our Story

Loring Ward was founded in 1990 by three financial planners in Silicon Valley — Carl Reinhardt, Alan Werba and John Bowen — who wanted to provide their clients with a better investing and wealth experience.

They had a vision to build a different kind of financial services company that was based on two fundamental principles:

  1. Put investors first by offering a comprehensive, fee-based solution built upon an academic, evidence-based investment philosophy aimed at providing the highest probability of success.
  2. Help Advisors spend more time on what matters most — educating, advising and serving clients — by minimizing non-client-facing tasks.

Nothing even remotely like this existed, so we decided to create it ourselves. And so began our journey to redefine advice and create a better wealth experience.

It is what drives us to stay ahead of change and constantly improve — because a great experience is never static.

Over the years, we’ve added new tools, new resources, new products, new services…each one specifically intended to enhance the experience of our clients. Though much has changed, we have never wavered from our founders’ original, transformative vision.

Loring Ward Innovation Highlights

storyTimeline Investment Committee Investment Committee The Wealth Solution Loring Ward Total Retirement

Though many things have changed since 1990, we have grown by staying committed to our principles, our beliefs and, most of all, to our clients. We are proud of what we have accomplished and are inspired by future possibilities to make a difference.

Creating a Better Wealth Experience Since 1990

The SA Funds are sponsored by LWI Financial Inc. (“Loring Ward”), an investment advisor registered with the Securities and Exchange Commission, 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 and summary prospectus contain this and other information about the SA Funds.

To obtain a prospectus, summary prospectus, additional information about the SA Funds, or performance data current to the most recent month-end, please call, toll-free, 1-800-366-7266 or visit www.sa-funds.net. Please read the prospectus and summary prospectus carefully before investing.