About Litman Gregory
Litman Gregory Fund Advisors, LLC is the advisor to the 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 stock picking 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’ 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 Litman Gregory Masters 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 about Litman Gregory’s Approach to researching equity managers and mutual funds.