Litman/Gregory’s Research, Portfolios, Communications

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Welcome to AdvisorIntelligence!

AdvisorIntelligence is published by Litman/Gregory Analytics, LLC and our mission is to share the independent investment research, client communications, and practice management expertise that helped our firm grow to over $5 billion in assets under management.

Litman/Gregory Asset Management, LLC, founded in 1987, is a fee-only investment advisor based in Larkspur and Orinda, CA.

AdvisorIntelligence is designed for U.S.-based financial advisors.

5 REASONS TO SUBSCRIBE:
1. Broaden your research capabilities
2. Receive in-depth recommendations on managers
3. Save time with our client communications*
4. Access experienced practice management advice
5. View our strategic model allocations

*Paid Redistribution License subscribers only

In 2008, Litman/Gregory Asset Management was awarded
the Schwab IMPACT® Best-in-Business Award.¹

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.


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