Walnut Creek, CA, July 31, 2020—Litman Gregory Masters Funds is changing its name to PartnerSelect Funds. The new name better reflects the collaborative approach it employs in finding skilled portfolio managers running innovative strategies that are unavailable in the U.S. market, and making them available to sophisticated, research-focused investment professionals, institutions and individual investors.
“Our focus is on finding exceptional managers who can deliver strong results to shareholders,” says Steve Savage, Litman Gregory CEO. “We want to provide distinct options in less-efficient asset classes where active management has the strongest opportunity to add value. We like high active share, concentration in the right hands, and extremely strong shareholder focus.”
While the existing Litman Gregory Masters Funds will be renamed to reflect the updated family name, each funds’ sub-advisor lineup, ticker symbol, and CUSIP will not change. Litman Gregory’s role as advisor to the funds will also remain the same: It is responsible for manager due diligence and selection, day-to-day coordination with the portfolio managers, monitoring their individual performance and capabilities, and fund administration.
Learn more about the PartnerSelect Funds.
About Litman Gregory
Co-founded in 1987 by Ken Gregory and Craig Litman, Litman Gregory is a nationally recognized boutique wealth management firm based in the San Francisco Bay Area.
Since its founding, Litman Gregory Asset Management has provided wealth management services with a commitment to excellent client service to individuals, multigenerational families, endowments, and foundations.
Litman Gregory advises the PartnerSelect Funds, provides Litman Gregory Portfolio Strategies on third-party asset management platforms, and publishes investment research and portfolio guidance for other investment advisors through Litman Gregory AdvisorIntelligence.
Monica Castillo, Litman Gregory Asset Management
(925) 253-5286 | firstname.lastname@example.org