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Press Release Litman Gregory Masters Funds Changes Name to PartnerSelect Funds

The fund family has unveiled a new name, logo, and domain as part of a rebranding initiative.

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. 

Media contact: 

Monica Castillo, Litman Gregory Asset Management

(925) 253-5286 | media@lgam.com 

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 fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The statutory and summary prospectus contains this and other important information about the investment company, and it may be viewed here or by calling 1-800-960-0188. Read it carefully before investing. 

Mutual fund investing involves risk. Principal loss is possible.

Investing in small companies subjects investors to additional risks, including security price volatility and less liquidity than investing in larger companies. Though not an international fund, the fund may invest in foreign securities. Investing in foreign securities exposes investors to economic, political and market risks and fluctuations in foreign currencies. These risks are greater for investments in emerging markets.

Past performance does not guarantee future results. Index performance is not illustrative of fund performance. An investment cannot be made directly in an index. This fund is new and performance information is not available. Once performance is available, it may be obtained by calling 1-800-960-0188 or by visiting www.partnerselectfunds.com. 

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The PartnerSelect Funds are distributed by ALPS Distributors, Inc.