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Research
The following Q&A addresses questions asked by advisors who are using Litman/Gregory investment strategies. We always appreciate the opportunity to address any areas of uncertainty that could be impacting an advisor’s decision-making process. Our own investment process has evolved over almost 20 years, and draws on our considerable real-world experience and ongoing determination to improve our process. It is a tightly defined approach that emphasizes doing the fundamental work required to make rational decisions that we believe best serve the interests of our clients. As such, every decision we make is carefully reasoned, and we always welcome the opportunity to share that reasoning.
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