Litman Gregory Fund Advisors, LLC
Litman Gregory Fund Advisors, LLC is the advisor to the Litman Gregory Masters Funds and as such 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, 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 three other separate but related Litman Gregory companies, all based on the core expertise of investment-manager and asset-class research and selection: Litman Gregory Asset Management, LLC, which has provided investment management services to individuals, family groups, foundations, and endowments since 1987; Litman Gregory AdvisorIntelligence, a web-based investment research service for financial advisors; and Litman Gregory Portfolio Strategies.
The Alternative Strategies Fund was created based on the following fundamental beliefs: First, Litman Gregory believes it is possible to identify investment managers who will deliver superior long-term performance relative to their passive benchmarks and peer groups. This belief is based on Litman Gregory’s extensive experience evaluating managers and mutual funds on behalf of their clients. The five managers in this fund were chosen for their specialized and demonstrated expertise, as well as for their complementary, non-correlated investment approaches. Second, not only do we want high-quality managers, but we want to offer access to them at an acceptable cost. We spent the last couple of years engaged in research to find the right mix of managers we believe can deliver on both fronts. Third, this fund doesn’t seek to simply replicate what each manager is already doing elsewhere, but to bring investors additional value-add through flexibility, concentration, and the ability to be more opportunistic.
Address: c/o BFDS, 330 W. 9th Street, Kansas City, MO 64105, USA
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