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SA Funds



Founded in 1999, the SA Funds – Investment Trust is a family of ten asset class mutual funds advised by Buckingham Strategic Partners 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 Buckingham Strategic Partners Asset Class Investing philosophy and portfolios.

 


 

Consider the investment objectives, risks, charges and expenses of the SA Funds carefully before investing. The prospectuses contain 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.

West Territory

Alaska, California, Colorado, Hawaii, Idaho, Montana, New Mexico, Nevada, Oregon, Utah, Washington, Wyoming

BEN SLATER

Divisional Manager
Home Base: Denver, CO

Let’s Connect

303.815.4104

SCHEDULE A MEETING

Ben Slater Headshot

Northeast Territory

Connecticut, DC, Delaware, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Vermont, Virginia

JAMES BOYLAN

Divisional Manager
Home Base: Oaks, PA

Let’s Connect

267.626.4165

SCHEDULE A MEETING

South Territory

Alabama, Arkansas, Florida, Georgia, Louisiana, Mississippi, North Carolina, Oklahoma, South Carolina, Tennessee, Texas

MIKE OZBURN

Divisional Manager
Home Base: Lookout Mountain, TN

Let’s Connect

404.822.4709

SCHEDULE A MEETING

Central Territory

Illinois, Indiana, Iowa, Kansas, Kentucky, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Ohio, South Dakota, West Virginia, Wisconsin

SEAN BROOKS

Divisional Manager
Home Base: Chicago, IL

Let’s Connect

312.219.1136

SCHEDULE A MEETING

Northern Virginia

NORTHERN VIRGINIA

JAMES BOYLAN

Divisional Manager  |  Home Base: Oaks, PA

Let’s Connect  |  267.626.4165

SCHEDULE A MEETING

CENTRAL & SOUTHERN VIRGINIA

Central & Southern Virginia

MIKE OZBURN

Divisional Manager  |  Home Base: Lookout Mountain, TN

Let’s Connect  |  404.822.4709

SCHEDULE A MEETING

North / South Territory

NORTHERN VIRGINIA

JAMES BOYLAN

Divisional Manager
Home Base: Oaks, PA

Let’s Connect

267.626.4165

SCHEDULE A MEETING

CENTRAL & SOUTHERN VIRGINIA

MIKE OZBURN

Divisional Manager
Home Base: Lookout Mountain, TN

Let’s Connect

404.822.4709

SCHEDULE A MEETING