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.
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 based on rigorous, independent research and a disciplined process that seeks the highest conviction before enacting any investment decision.
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A full suite of client communications to help you establish and maintain client relationships.
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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.
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