The Litman Gregory Portfolio Strategies website is available to registered investment advisors and is not intended for individuals.
Terms and Conditions of Use
If you are an individual who along with an investment professional
has chosen a Litman Gregory Portfolio Strategy, you must contact your advisor if
you have questions or changes you wish to make to your account(s).
Litman Gregory provides portfolio consulting for Portfolio Strategies but does not
directly implement or administer its investment strategy. Implementation is done
through financial intermediaries, such as your financial advisor in conjunction
with an asset management/custodial firm offering Litman Gregory Portfolio Strategies.