Litman Gregory offers investment professionals:
Mutual Funds
Litman Gregory Fund Advisors is the advisor to five multi-manager, no-load equity mutual funds that collectively cover U.S. and international markets across a range of investment styles and market-capitalization ranges. Litman Gregory Fund Advisors seeks to combine the benefits of Litman Gregory’s manager due diligence with the power of concentrated investing.
Litman Gregory Fund Advisors believes that most stock pickers have an unusually high level of conviction in only a small number of stocks, and that a portfolio limited to these stocks will, on average, outperform a more diversified portfolio over a full market cycle. Litman Gregory Fund Advisors researches, selects and hires managers that we believe have a sustainable edge. The managers, in turn, select stocks in which they hold the greatest conviction. Litman Gregory Fund Advisors seeks diversification by employing multiple stock pickers with varying investment styles and/or market-capitalization orientation.
For more information visit mastersfunds.com. »
Litman Gregory Managed Portfolios
Since 1996, Litman Gregory has offered turnkey portfolios of funds or ETFs to other financial advisors through third-party investment management platforms that automate administrative and back office functions including trading, rebalancing, and reporting. Today we are an investment strategist with four leading turnkey asset management platforms. The Managed Portfolios enable other advisors to efficiently implement client portfolios that harness Litman Gregory’s expertise in research, tactical asset allocation, and manager selection, and that tap into the same investment decision making that we employ for our own client portfolios. Available to individual investors through investment professionals only.
For more information, visit lgportfolios.com. »
Research Services
Investment professionals can learn more about the results of our rigorous research, manager due diligence, asset class research, and portfolio construction by subscribing to AdvisorIntelligence. AdvisorIntelligence is a leading research resource that shares our investment research, manager recommendations, client communications, and practice management advice with other investment professionals.
AdvisorIntelligence can be used to outsource or validate your investment decisions and help you meet your goal of delivering superior results to your clients. AdvisorIntelligence provides all of Litman Gregory’s in-depth independent research on managers and asset classes as well as a recommended list of funds, model portfolios with a 20-year proven track record, and adaptable client communications such as investment policy statements, presentations, newsletters, and letters. Available to investment professionals only.
For a free trial, visit advisorintelligence.com. »