To walk through this presentation, click on the menu items above, or click the NEXT button to the right

Overview | Introduction to Litman/Gregory Managed Portfolios

Litman/Gregory Asset Management, LLC ("Litman/Gregory") has managed accounts for our high-net-worth clients since 1987, and currently manages or directs over $3.5 billion in assets as of December 31, 2006. We utilize model portfolios as the foundation for managing our clients’ accounts because they provide a consistent decision framework and allow us to focus on our core strengths of asset allocation and manager selection. We incorporate the same careful research decisions we make for Litman/Gregory’s clients in the creation of the Litman/Gregory Managed Portfolios.

Litman/Gregory Managed Portfolios are:

1. Based on a careful discipline and intensive fundamental research.
2. Intended to be turn-key, making them low-effort and time efficient.
3. Monitored by Litman/Gregory on an ongoing basis and reweighted when deemed advantageous.
4. Generally low turnover; Litman/Gregory is highly disciplined and selective, and only makes tactical moves if the opportunity is believed to be sufficiently compelling.

Litman/Gregory Managed Portfolios are available to registered investment advisors only.