THE LITMAN/GREGORY COMPANIES

Established in 1987, Litman/Gregory has developed a national reputation in mutual fund manager due diligence and global asset allocation. Because research is at the core of our business and is essential to our success, we maintain a deep commitment to conducting thorough, in-depth fundamental research. The Litman/Gregory group of companies include:

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 the Masters’ Select Funds. The Masters’ funds were the pioneers in developing and combining the concepts of focused investing and using in-depth research to select and hire who we consider to be among the nation’s best money managers. Masters’ creates a carefully controlled, highly favorable environment that allows the managers every opportunity to excel. Fees are competitive, assets under management are kept very small, and only each manager's most compelling stock ideas are held by the funds. Masters’ Select Equity Fund invests mainly in domestic equities, and Masters’ Select International holds foreign equities.

Advisor Intelligence is a web-based service targeted to investment advisors. It includes versions of our highly ranked model portfolios, fund due diligence, asset class research, and client communications materials including newsletters and PowerPoint presentations.

The monthly No-Load Fund Analyst provides in-depth analysis of financial markets and mutual funds. Since 1990 the NLFA has become nationally known for doing the most in-depth fund research anywhere. In February 2002 the NLFA was one of just five out of 68 newsletters to make the Forbes Honor Roll. Through the end of 2001, according to the Hulbert Financial Digest, the highly respected tracker of investment newsletter performance, over the past ten years the NLFA's model portfolios ranked third out of 27 fund newsletters and including all 68 investment newsletters we ranked sixth for risk-adjusted performance.

Learn more about the Litman/Gregory companies at www.litmangregory.com.

Disclaimer