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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.