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About Litman Gregory

Litman Gregory Fund Advisors, LLC is the advisor to PartnerSelect Funds (formerly Litman Gregory Masters Funds) and is responsible for sub-advisor due diligence and selection, day-to-day coordination with the sub-advisors, monitoring the individual performance and capabilities of the investment managers, as well as distribution, shareholder communications, and fund administration.

Since 1987 the Litman Gregory team has researched, analyzed, and written about hundreds of investment teams and mutual funds and put their ideas to the test by designing and successfully investing in portfolios of funds. Drawing on insights gained from years of evaluating and analyzing mutual funds, Litman Gregory Fund Advisors, LLC is uniquely qualified to oversee the funds’ manager selection, overall fund portfolio construction and operations.

Litman Gregory Fund Advisors is an affiliate of two separate but related Litman Gregory companies, each built on Litman Gregory’s core expertise of investment-manager and asset-class research and selection: Litman Gregory Asset Management, LLC, which has provided investment management services to individuals, families, endowments, and foundations since 1987, and to other advisors through turnkey asset management platforms since 1996, and Litman Gregory Analytics, LLC, publisher of AdvisorIntelligence, a web-based investment research service for financial advisors.

Jeremy DeGroot, Jack Chee, Rajat Jain, and Jason Steuerwalt share responsibility at Litman Gregory for overseeing the PartnerSelect Funds. Jeremy DeGroot, CFA, is a Trustee and President of the Litman Gregory Funds Trust (the “Trust”), Co-Portfolio Manager of Alternative Strategies Fund, Equity Fund, International Fund, Smaller Companies Fund, and High Income Alternatives Fund. Jeremy is also the Chief Investment Officer of Litman Gregory Asset Management, LLC. Jack Chee is Co-Portfolio Manager of Equity Fund, Smaller Companies Fund, and High Income Alternatives Fund. Rajat Jain is Co-Portfolio Manager of Equity Fund and International Fund. Jason Steuerwalt is Co-Portfolio Manager of Alternative Strategies Fund and High Income Alternatives Fund.

Read the Story Behind the PartnerSelect Funds.

Read about Litman Gregory’s Approach to researching equity managers and mutual funds.

Stay Informed

The PartnerSelect Funds monthly email provides investors a way to stay in touch with us and receive information regarding the funds and investment principles in general. Topics may include updates on the funds and managers, further insights into Litman Gregoryʼs processes, and commentary on various aspects of investing.

DISCLOSURE

The funds’ investment objectives, risks, charges, and expenses must be considered carefully before investing. The summary and statutory prospectuses contain this and other important information about the investment company, and may be obtained by calling 1‐800‐960‐0188, or visiting www.mastersfunds.com. Read them carefully before investing.

Diversification does not assure a profit nor protect against loss in a declining market.

Mutual fund investing involves risk. Principal loss is possible. Each of the funds may invest in foreign securities. Investing in foreign securities exposes investors to economic, political, and market risks and fluctuations in foreign currencies. Each of the funds may invest in the securities of small companies.

Small‐company investing subjects investors to additional risks, including security price volatility and less liquidity than investing in larger companies.

The International Fund will invest in emerging markets. Investments in emerging market countries involve additional risks such as government dependence on a few industries or resources, government‐imposed taxes on foreign investment or limits on the removal of capital from a country, unstable government, and volatile markets.

The Alternative Strategies Fund will invest in debt securities and derivatives. Investments in debt securities typically decrease when interest rates rise. This risk is usually greater for longer‐term debt securities. Investments in mortgage‐backed securities include additional risks that investor should be aware of including credit risk, prepayment risk, possible illiquidity, and default, as well as increased susceptibility to adverse economic developments. Investments in lower‐rated and non‐rated securities present a greater risk of loss to principal and interest than higher‐rated securities.

Derivatives may involve certain costs and risks such as liquidity, interest rate, market, credit, management, and the risk that a position could not be closed when most advantageous. Investing in derivatives could lose more than the amount invested. The fund may make short sales of securities, which involves the risk that losses may exceed the original amount invested. Merger arbitrage investments risk loss if a proposed reorganization in which the fund invests is renegotiated or terminated.

Investments in emerging market countries involve additional risks such as government dependence on a few industries or resources, government-imposed taxes on foreign investment or limits on the removal of capital from a country, unstable government and volatile markets.

Multi-investment management styles may lead to higher transaction expenses compared to single investment management styles. Outcomes depend on the skill of the sub-advisors and advisor and the allocation of assets amongst them.

Litman Gregory Fund Advisors, LLC is ultimately responsible for the performance of the funds due to its responsibility to oversee the investment sub‐advisors and recommend their hiring, termination and replacement.

The PartnerSelect Funds are distributed by ALPS Distributors, Inc.