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Litman/Gregory Fund Advisors, LLC
is the advisor to the Masters’ Select 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,
LLC, is an affiliate of three other Litman/Gregory
Companies. Litman/Gregory Asset Management, LLC manages
money for high net worth individuals and families as
well as foundations, endowments and company retirement
plans. Litman/Gregory Research Inc. publishes the No-Load
Fund Analyst investment research publication. Litman/Gregory
Analytics, LLC operates Advisor Intelligence, a web-based
investment research service for financial advisors.
Ken Gregory and Jeremy DeGroot share responsibility
at Litman/Gregory for overseeing the Masters’ Select
Funds. Ken Gregory is a Trustee of the Trust. He is
also Chief Investment Strategist of Litman/Gregory
Asset Management, LLC. He has been in the investment
business since 1979. Jeremy DeGroot, CFA, is Chief
Investment Officer of Litman/Gregory Asset Management,
LLC.
While the funds are no-load, management fees and other expenses will apply. Please refer to the prospectus for further details.
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