About Litman Gregory

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.

Jeremy DeGroot, Jack Chee, and Rajat Jain 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"), the Portfolio Manager of the Alternative Strategies Fund, and a Co-Portfolio Manager of the Equity Fund, International Fund, and Smaller Companies Fund. Jeremy is also the Chief Investment Officer of Litman Gregory Asset Management, LLC. Jack Chee is an Assistant Secretary of the Trust and the Co-Portfolio Manager of the Equity Fund and the Smaller Companies Fund. Rajat Jain is an Assistant Secretary of the Trust and the Co-Portfolio Manager of the Equity Fund and the International Fund.
 

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