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Litman Gregory Asset Management

Mr. Mark Fisher
1676 N. California Blvd., Suite 500
Walnut Creek, CA 94596
(925) 253-5206 (phone)
Membership Level: Silver Service Member
Founded in 1987, Litman Gregory is a San Francisco Bay Area firm that manages assets for high-net-worth individuals, institutions, and other advisors using strategies that draw on its global tactical asset allocation expertise and in-depth manager due diligence. The firm also advises a family of no-load mutual funds, including a fully liquid, multi-strategy alternatives fund, which deploys five distinctive, independently-managed sleeves within a traditional 40-Act fund vehicle.

Must be preceded or accompanied by a prospectus.

Authorized for registered financial professionals only.

Mutual fund investing involves risk. Principal loss is possible. Diversification does not assure a profit nor protect against loss in a declining market. Investing in the fund involves risks, including but not limited to, debt, below investment-grade ¬fixed income, convertible arbitrage, mortgage-backed securities, foreign investment, leverage, derivatives, short sale, merger arbitrage, multi-style management and absolute return strategies risk. Refer to the prospectus for details.

Litman Gregory Fund Advisors, LLC has ultimate responsibility for the performance of the Litman Gregory Masters Funds due to its responsibility to oversee the funds’ investment managers and recommend their hiring, termination, and replacement.
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