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Client Communications

White-Labeled Materials to Guide Your Client Conversations

One of our goals with our AdvisorIntelligence service is to make available everything we do in our own practice that might be of value to other advisors. Beyond the considerable resources we devote to providing our research and investment strategy, we also share the communications we use to establish and maintain our client relationships. Importantly, through our communications, we seek to instill client confidence in our competence, investment approach, and core values (integrity, excellence, passion, and courage). This sets the foundation for a successful, long-term client relationship and requires clear and regular communication around our investment philosophy, approach, and the reasoning underlying our decision-making on our clients’ behalf.


Quarterly Commentary

The cornerstone of our communication strategy is our Quarterly Investment Commentary, a long-form letter to clients from Litman Gregory chief investment officer Jeremy DeGroot.

Read our latest quarterly commentary >

Quarterly Commentary Sample

Client Letter & Newsletter

Each quarter, we also share a shorter three- to four-page Client Newsletter and an even more succinct one- to two-page Client Letter, which we use in our own advisory practice as a report cover letter for certain institutional and individual clients.

Download samples of our client materials >

Quarterly Commentary Sample

Quarterly Client PowerPoint Presentation

Every quarter we construct a full slide deck supporting our model portfolios and investment views. In it, we review the previous quarter and recap our outlook for the next, in addition to providing insightful talking points for advisors. It is fully customizable and includes a large appendix of optional charts, tables, and graphics.

Review an example presentation >

Quarterly PowerPoint Presentation

Other Materials:


Quarterly Market Review

Our market review is a handout that includes a brief commentary, a snapshot of our asset class views, and talking points on each of the asset classes present in our tactical portfolios along with quarterly market performance.

Monthly Market Updates

Every month in between quarterly commentaries, we share a short memo on the market environment to subscribers.

Investment Policy Statements

We provide Investment Policy Statements for each of our portfolio strategies and update them quarterly. They include introductory and welcome letters, and detailed instruction on how to make modifications to them.

Paid subscribers are free to repurpose and redistribute these communications in their own practice as long as they adhere to our attribution and disclosure policy.

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