Loring Ward serves and supports select independent Financial Advisors and their clients.
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About Loring Ward
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  About Loring Ward

Loring Ward was founded with one simple, straight forward mission: to serve and support independent Advisors and their clients. We bring passion, commitment and dedication to every aspect of our business, whether it is serving as an Advisor’s complete back-office solution or helping Advisors build custom-tailored portfolios with better tools.

Loring Ward has a long history of innovation, including being one of the first firms to partner with Dimensional Fund Advisors, one of America’s most respected institutional money managers. All our portfolios are built with funds from Dimensional and/or Loring Ward’s own fund family, the SA Funds - Investment Trust , which are sub-advised by Dimensional.

Loring Ward Timeline of Innovation

We believe that Advisors and their clients—not just institutions—can benefit from the discipline and sophistication (and lower costs) that typically characterize institutional money management.

Working with some of the academic community’s most innovative and respected thinkers and economists ensures that Loring Ward is always researching tomorrow’s solutions today. Our Investment Committee includes our chief investment strategist Payel Farasat, M.sc. , as well as the noted behavior economist Professor Meir Statman and the 1990 Nobel Laureate for Economic Sciences, Dr. Harry Markowitz.

Loring Ward also brings the power of our experience and investment philosophy to retirement plans through, Loring Ward Total Retirement, which offers a number of retirement solutions for businesses, institutions and non-profits, including 401k, 403b and Profit Sharing plans.

Investors should carefully consider an investment’s objectives, risks, charges, limitations and expenses. This and other information about SA Funds are in the Prospectus that should be read carefully by clients before investing.

Values will fluctuate, and shares, when redeemed, may be worth more or less than original cost.

For information on the SA Funds or to request a prospectus write or call us at:

SA Funds - Investment Trust
10 Almaden Blvd., 15th Floor
San Jose, CA 95113

PH: 1-800-366-7266


Investment Committee
  Harry M. Markowitz, PhD
Meir Statman, PhD
Alex Potts
Payel Farasat, M.Sc.
Joni L. Clark, CFA, CFP®
Sheldon P. McFarland, MBA
Matthew J. Carvalho, CFA, CFP®
Wynce Lam, CFA
Investment Committee
Our Executive Team
Alex Potts   President and Chief Executive Officer
Michael Clinton   Chief Operating Officer & Chief Financial Officer
Chris Stanley   General Counsel & Chief Compliance Officer, Loring Ward Group Inc.; Chief Legal Officer & Chief Compliance Officer, SA Funds – Investment Trust
Steven Atkinson   Executive Vice President, Head of
Advisor Relations
Marcus Beisel   Chief Marketing Officer
Payel Farasat   Chief Investment Officer
William Chettle   Executive Vice President, Marketing,
Creative Services
Jane Wallace   Executive Vice President, Marketing,
Go To Market


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LWI Financial Inc. (“Loring Ward”) is an investment adviser registered with the Securities and Exchange Commission. Securities transactions are offered through its affiliate, Loring WardSecurities Inc., member FINRA/SIPC.