—IMPORTANT NOTICE—

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This site provides information about Managed Portfolios for registered investment advisors and licensed investment professionals and is not intended for individuals.

If you are an individual who along with an investment professional has chosen a Litman/Gregory Managed Portfolio, 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 Managed Portfolios 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 Managed Portfolios.

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