Welcome to AdvisorIntelligence
What is the Purpose of AdvisorIntelligence?
AdvisorIntelligence is published by Litman/Gregory Asset Management and our mission is to share the independent investment research, client communications, and practice management expertise that helped our firm grow.
Litman/Gregory Asset Management LLC, founded in 1987, is a fee-only investment advisor based in Larkspur and Orinda, CA. The Litman/Gregory companies include four business lines, all driven from the same intensive, fundamental asset-class and manager research. We manage money for high-net-worth individuals, publish our research through AdvisorIntelligence, advise the Masters' Select Funds, and provide Managed Portfolios for other advisors through turn-key asset management platforms.
As financial advisors ourselves, we believe we can relate to the needs and issues you face. There are many resources available to financial advisors, but in our opinion very few offer well-thought-out, high-quality information and advice that are of practical use to advisors. We believe we can do better.
By subscribing you can use our resources to help meet your goal of delivering superior results to your clients. You will also join the AdvisorIntelligence subscriber community, a group of advisors with the common focus of providing our clients with the highest-caliber investment advice and service.
What Does AdvisorIntelligence Offer?
Research: Thorough, fundamental asset class and manager research drives our investment strategy. Subscribers can access:
- asset class valuations
- in-depth manager research
- recommended list of funds
- more than 100 charts
- stock market and tax swap calculators
Portfolio and Manager Recommendations: We construct portfolios based on a carefully defined investment discipline within a set risk framework. By subscribing you’ll find:
- how to use the model portfolios
- how we create portfolios
- how we evaluate funds
- strategic allocations
- model portfolio performance since 1989
- recommended list of funds
Client Communications: We offer extensive communications on AdvisorIntelligence that can be adapted for your clients including:
- client letters, newsletters, presentations, data forms
- risk questionnaire and interview
- investment policy statements
- investment commentaries (monthly)
Practice Management: We share our experience to help you in your practice. You’ll find best-practice guidance on areas including:
- human resources
- operations
- compliance
Evaluate AdvisorIntelligence
We invite you to take a free trial to evaluate AdvisorIntelligence. Here are a few of the ways AdvisorIntelligence can help you in your practice:
- Save time
Many advisors point to our client communications as a key time saver. You can start with our newsletters, investment policy statements, or commentaries and craft your own*. As they are all written with our clients in mind, many advisors find them a useful tool to communicate to their clients.
- Increase your research resources
AdvisorIntelligence allows you to leverage the research resources of an experienced team of 10 high-quality investment professionals (for a fraction of what it would cost to hire one). We provide extensive analysis of each asset class as well as in-depth analysis of managers to help you make recommendations for your clients.
- Improve your investment results
We believe that to succeed over the long term you need to deliver good investment results for your clients. We have managed money for clients as well as published our research and portfolio performance for over 20 years. Litman/Gregory model portfolios published in the No-Load Fund Analyst newsletter have been named to the Hulbert Financial Digest Honor Roll for risk-adjusted performance in up and down markets for the last nine consecutive years. The No-Load Fund Analyst newsletter is one of only seven newsletters out of 52 newsletters that appear on the Honor Roll.
Learn about our Subscription Options
*Redistribution License subscribers have copyright permission to use our client communications with their clients and prospects.