Investment Professionals

 

 

 

 

Litman Gregory offers investment professionals:

Litman Gregory Portfolio Strategies

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 Portfolio Strategies 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. »

AdvisorIntelligence

Through AdvisorIntelligence, Litman Gregory shares the proven investment strategy on which we have built our own wealth management business. We share the in-depth proprietary investment research and model portfolios, along with high-quality client materials necessary to deliver advice with confidence. Whether advisors are coming to us to fully outsource their investment decision-making or as a compliment to their own work, our web-based service allows users to access and implement these materials in a flexible way that meets the unique needs of their practice as they seek to build a scalable and sustainable business.
For more information, visit advisorintelligence.com. »

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Litman Gregory Masters Funds

Multi-manager mutual funds that reflect only the most compelling ideas of investment managers we believe are among the best in the business

Litman Gregory Fund Advisors designed the Litman Gregory Masters Funds to build portfolios based on the most compelling ideas of a few exceptionally skilled investment managers. In hiring sub-advisors, we rely on our many years of experience in researching money managers we believe have a sustainable edge. In addition to serving as core positions in the portfolios we run in our investment management business, the Litman Gregory Masters Funds are widely used by other financial advisors, institutions and individual investors.
For more information visit mastersfunds.com. »

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Mutual fund investing involves risk, loss of principal is possible. Please call 1-800-960-0188 to obtain a Prospectus for the Litman Gregory Masters Funds. The Prospectus contains more complete information regarding the risks, costs and expenses of the funds. The Litman Gregory Masters Funds are distributed by ALPS Distributors, Inc.