San Jose, CA (PRWEB) June 15, 2012
Loring Ward announced that Charles ("Chip") Roame, the Managing Partner of Tiburon Strategic Advisors, has been appointed as a trustee of the SA Funds by the Board of Trustees of the SA Funds – Investment Trust.
At Tiburon, Roame is responsible for all of the firm's consulting, research and marketing activities. He is a leading strategic consultant to CEOs, other senior executives, and boards of directors in the brokerage, investments, banking and insurance markets. Prior to forming Tiburon in 1998, he served in similar capacities, first as a management consultant at McKinsey & Company, and later as a business strategist at The Charles Schwab Corporation.
“Chip’s experience, objectivity, perspective and insights make him uniquely qualified to serve as a trustee,” said Alex Potts, President and CEO of Loring Ward Group Inc., as well as President and CEO of the SA Funds. “We believe he can play a significant role in the evolution of the SA Funds.”
Roame has won numerous awards throughout the consulting and financial services industries, including being named one of the power 25 elite by Investment News and one of the 25 most influential people in financial planning by Investment Advisor magazine. Tiburon has also been named one of the fastest growing companies by the San Francisco Business Times in multiple years.
Roame joins long-time trustees Bryan Brown, a management consultant for financial and technological systems, and Hersh Shefrin, a distinguished professor of finance at Santa Clara University.
About Loring Ward
Since 1990, Loring Ward (LWI Financial Inc.) has provided Investment Management, Business Management and Practice Development to a select group of independent financial advisors and their clients.
Headquartered in San Jose, California, Loring Ward is dedicated to bringing science, reason and innovation to wealth management, with solutions tailored to the unique requirements of successful individuals, small businesses and institutions. Loring Ward’s Asset Class Investing philosophy combines more than eight decades of market data, Nobel Prize-winning academic research and the latest discoveries in behavioral finance. As of June 2012, Loring Ward has $7 billion in assets under management. For more information, please visit http://www.loringward.com.
About the SA Funds – Investment Trust
SA Funds are asset class mutual funds available only through approved advisors in the U.S.
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, 1-800-366-7266 or visit http://www.sa-funds.net. Please read the prospectus carefully before investing.
The SA Funds are sponsored by LWI Financial Inc. ("Loring Ward"), an investment adviser registered with the Securities and Exchange Commission, and distributed by Loring Ward Securities Inc., an affiliate, member FINRA/SIPC. Securities transactions may be offered through Loring Ward Securities Inc.
LWI Financial Inc. (“Loring Ward”) is an investment adviser registered with the Securities and Exchange Commission. Securities transactions may be offered through Loring Ward Securities Inc., member FINRA/SIPC. R 12-101 (5/12)