- Investment Approach
- Research Alliance
- Contact Us
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.
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.
Take the complexity out of navigating the investment landscape for your clients. Sign up below to receive free Litman Gregory research.
This Website is specifically intended for and limited to financial planners, investment advisors, accountants, registered representatives of licensed securities firms, and other financial and investment professionals with a sophisticated and advanced level of knowledge about investments.Yes, I am an investment professional No, I am not an investment professional