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Is the due diligence process the same when hiring a stock picker for PartnerSelect Funds as it is when selecting a third-party fund Litman Gregory’s affiliates use in client portfolios?

While the basic due diligence process is the same, we will additionally assess the stock picker’s comfort with running a concentrated portfolio and their enthusiasm for being part of PartnerSelect Funds. Our selection criteria for hiring PartnerSelect Funds sub-advisors are the most demanding.

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