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Litman Gregory AdvisorIntelligence

Through AdvisorIntelligence, Litman Gregory shares the proven investment strategy on which we have built our own wealth management business. We share our in-depth proprietary investment research and model portfolios, along with the 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 complement to their own work, our web-based service allows users to access and implement research, portfolios, and communications in a flexible way that meets the unique needs of their practice as they seek to build a scalable and sustainable business.

 

An AdvisorIntelligence subscription includes:

 

Research

  • Full-length due diligence reports on newly recommended funds
  • Annual reports on each fund we recommend
  • Fund and asset class research
  • Our Recommended & Approved Funds List
  • Biannual fund snapshot handouts
  • Monthly fund risk and return analytics

Full access to the fund and asset class research we produce to inform the portfolios we manage for our own asset management clients.

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Portfolios

  • Static strategic model portfolios
  • Real-time active and index-based model portfolios
  • Alpha-Core models that use our proprietary funds
  • Monthly model performance
  • Quarterly model risk/return analytics and performance charts
  • Portfolio updates that provide the rationale behind any tactical trades

Portfolios based on rigorous, independent research and a disciplined process that seeks the highest conviction before enacting any investment decision.

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Client Communications

  • A Risk Questionnaire to help you place clients in one of our five model strategies based on risk tolerance and financial situation
  • Modifiable investment policy statements for each of our strategies, with cover letters to support the onboarding process
  • Quarterly investment commentaries from our chief investment officer
  • Customizable quarterly client letters and client newsletters
  • Customizable quarterly client PowerPoint presentations
  • A Quarterly Market Review handout
  • One-off redistributable memos to clients

A full suite of client communications to help you establish and maintain client relationships.

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ROBUST RESEARCH FOR YOUR INBOX

Take the complexity out of navigating the investment landscape for your clients. Sign up below to receive free Litman Gregory research.