Due Diligence and Manager Selection
Our sub-advisors may be motivated by one or more factors, including:
- The respect for Litman Gregory they’ve gained over the years as a result of the initial and ongoing due diligence we have done on their firm. This influences the confidence they have in our firm as a strong potential partner.
- A fee sharing structure that provides them with greater reward for strong success.
- Their confidence in the PartnerSelect Funds concept.
- A number of our sub-advisors have expressed a real passion for concentrated investing that is reflected in their excitement in getting the opportunity to do so in a real world portfolio. In most cases, this is not an option in the separate accounts or the mutual funds they run.
- The prestige of being part of a PartnerSelect Funds group.
- The opportunity for friendly competition against the other PartnerSelect Funds sub-advisors.
- The revenue stream from the account.