About Litman/Gregory

• Our People

Established in 1987 as an investment management business, Litman/Gregory now consists of four separate businesses, with each driven by the firm's primary commitment to original, exceptionally thorough and creative investment research. Over the years, our firm has established a national reputation for integrity and results in each of our businesses. We believe our success stems first and foremost from our deeply held values that keep us committed to excellence and integrity in all we do. Over the years we've built a team of highly skilled professionals who share these values, as well as an intense passion for our profession. The resulting company culture is the foundation of our competitive advantage.

The benefits of our investment research can be accessed in four different ways:

Our culture is at the core of our competitive advantage. And, integrity and a commitment to excellence are at the core of our culture. Our decisions are driven by loyalty to our clients and an understanding that long-term success will be enhanced by always putting our clients' interests first.

An outgrowth of our value system is our obsession with research and a disciplined investment process. Behind our research effort is a commitment to intellectual honesty and staying within our circle of competency. We believe our clients' long-term interests are best served by making decisions based on careful fundamental research, rather than pursuing what is temporarily popular and might be superficially appealing.

Benefits of our investment research:

Our culture is at the core of our competitive advantage.

An outgrowth of our value system is our obsession with research and a disciplined investment process.

Our obsession to get an edge has led us to think outside the box

A commitment to our clients includes a focus on the quality of the relationship.

Our obsession to get an edge has led us to think outside the box. We strive to be creative in our thinking and this has allowed us to deliver to our clients what we believe are some uniquely superior investment alternatives.

A commitment to our clients includes a focus on the quality of the relationship. Our clients include wealthy individuals, family groups, foundations and institutions. We believe strong client relationships are born out of exceptional efforts by all our team members and must be based on an accurate understanding of each client's needs and objectives. Our portfolio managers and client service team members strive to make the practice of outstanding service a core value of our business.

The Litman/Gregory Companies

The Litman/Gregory Companies

Litman/Gregory Analytics, LLC

Litman/Gregory Asset Management, LLC

Litman/Gregory Fund Advisors, LLC

Litman/Gregory Research, Inc. No-Load Fund Analyst

The Litman/Gregory group of companies include:

Litman/Gregory Analytics, LLC, formed in 2000, is the newest of the Litman/Gregory companies. It is the publisher of AdvisorIntelligence, and leverages the expertise and research access of its Litman/Gregory affiliates to bring the highest quality research and information to the advisors who use the AdvisorIntelligence site. We view AdvisorIntelligence as a window into virtually all value-added aspects of our practice including our research, portfolio management, back-office operating procedures, and more. Advisors can effectively hire Litman/Gregory as their investment strategist and research arm. A subscription affords advisors the right to incorporate most of our research and client materials directly into their own practice.

Litman/Gregory Asset Management, LLC offers investment management services to wealthy individuals, family groups and institutions. Our clients include top management at several major financial services firms, global consulting firms, public companies and the owners of a professional sports franchise.

Litman/Gregory Fund Advisors, LLC is the investment advisor to our proprietary mutual fund family.

Litman/Gregory Research, Inc. is the publisher of the highly respected No-Load Fund Analyst, a monthly publication for retail investors that focuses on in-depth analysis of financial markets and mutual funds. Since 1989 the NLFA has provided what many in the industry regard as the most in-depth fund research available anywhere. In a May 2001 article The Wall Street Journal’s Jonathan Clements wrote of Chief Investment Strategist Ken Gregory, “his record suggests he’s worth listening to.” Both Kiplinger's Personal Finance and Money have named the publication to their lists of "Newsletters Worth Their Price," and for the last nine consecutive years, the NLFA has been named in the Hulbert Financial Digest Honor Roll (and its predecessor the Forbes Honor Roll, which is based on Hulbert’s data).

1. Litman/Gregory Asset Management is the recipient of the 2008 Schwab IMPACT® Best-in Business Award. This national award recognizes one independent investment advisory firm for excellence in business management and client services. The criteria include demonstrated success in business planning, practice management, employee development and client loyalty. Litman/Gregory and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. ("Schwab"). Schwab does not prepare, verify or endorse information distributed by Litman/Gregory. The IMPACT® Award is not an endorsement, testimonial endorsement, recommendation, or referral to Litman/Gregory with respect to its investment advisory and other services. Such rating is not representative of the experience of any single client of Litman/Gregory Asset Management, LLC and is not indicative of the future performance of the firm.