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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.

AdvisorIntelligence Overview

This presentation provides a brief overview of Litman Gregory and the key elements of the AdvisorIntelligence service: a disciplined investment approach, institutional-level asset class and fund research, white-labeled communications, models that have outperformed over the long term, and more.

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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 risk profiles based on a psychological and financial assessment
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 complete suite of client communications to help you establish and maintain client relationships.

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