The Company is in the business of providing investment-related research and advice. Litman Gregory Asset Management, LLC and Litman Gregory Fund Advisors, LLC are federally registered investment advisory firms and may only transact business or render investment advice in jurisdictions where they are registered, have filed notice, or are otherwise excluded or exempted from notice and registration requirements. Any communication by either of those entities with users of the Site in any jurisdiction where such entity and its investment adviser representatives (if any) are not registered or licensed shall be limited so as to not trigger registration or licensing requirements. Nothing on the Site should be construed as personalized investment advice, which can be provided only in one-on-one communications by Litman Gregory Asset Management, LLC or Litman Gregory Fund Advisors, LLC.
Notwithstanding the preceding paragraph, if you subscribe to AdvisorIntelligence, you may use the materials you obtain on the Site through such subscription to the extent expressly permitted under the written terms of the AdvisorIntelligence subscription agreement.
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The funds advised by Litman Gregory Asset Management, LLC and Litman Gregory Fund Advisors, LLC are not offered through the Site. An offer regarding any such fund may be made only after you have received the appropriate disclosure documents concerning that fund and have had the opportunity to discuss all matters concerning any prospective investment that you desire. The Site does not provide all information material to an investor’s decision to invest in any such fund, including, but not limited to, risk factors. For more information, please refer to a fund’s Prospectus or Confidential Offering Circular and read it carefully before you invest.
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The Company’s services are designed to integrate with the services provided by its clients’ other financial, legal and tax advisers, not to replace their services. The Company advises its clients from time to time on non-investment related matters, but clients must rely on their other professional advisers for final approval and/or implementation of non-investment matters.
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THE INFORMATION, SOFTWARE AND SERVICES PUBLISHED ON THIS WEBSITE MAY INCLUDE INACCURACIES OR TYPOGRAPHICAL ERRORS. DUE TO VARIOUS FACTORS, INCLUDING THE INHERENT POSSIBILITY OF HUMAN AND MECHANICAL ERROR, THE ACCURACY, COMPLETENESS, TIMELINESS AND CORRECT SEQUENCING OF SUCH INFORMATION, SOFTWARE AND SERVICES AND THE RESULTS OBTAINED FROM THEIR USE ARE NOT GUARANTEED BY THE COMPANY OR ANY PERSONS CREATING OR TRANSMITTING SUCH INFORMATION, SOFTWARE AND SERVICES.
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References to any publication or any other company in the Site are for reference and informational purposes only and are not intended to suggest that any of such companies endorse, recommend or approve of the Company’s services, analysis or recommendations or that the Company endorses, recommends or approves the services or products of such companies. News stories reflect only the author’s opinion and not necessarily that of the Company.
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