About

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-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

• 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

• 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