Effective July 31, Litman Gregory Masters Funds will be operating under a new name: PartnerSelect Funds. This name change reflects our company’s commitment to bringing high-quality managers from around the world to shareholders and our expertise in delivering distinctive mutual funds. We believe the PartnerSelect name better illustrates the collaborative approach we take with skilled portfolio managers to offer innovative strategies to investors.
While the existing Litman Gregory Masters Funds will be renamed to reflect the updated family name, each funds’ sub-advisor lineup, ticker symbol, and CUSIP will not change. Litman Gregory’s role as advisor to the funds will also remain the same: It is responsible for manager due diligence and selection, day-to-day coordination with the managers, monitoring their individual performance and capabilities, and fund administration.
Our continued focus is on finding portfolio managers that we believe can deliver attractive results to clients. Please reach out to your Litman Gregory Advisor with any questions about these changes.
Replay: Market Update Webinar
In this replay of our Market Update Webinar, Chief Investment Officer Jeremy DeGroot answers questions we’ve been receiving from clients on the economy and financial markets. He also provides an overview of how Litman Gregory is navigating the potential impact of the upcoming election and the turbulence surrounding the pandemic.
Tax Planning Opportunities in 2020
As part of our tax sensitivity in managing investment portfolios, we regularly look for opportunities to maximize after-tax portfolio returns. We also help clients identify where it makes sense to take advantage of the changes enacted by the SECURE and CARES Acts. Here we share some tips on how to utilize a variety of techniques in our client portfolios.
How We Think About Elections & Investment Decisions
Each time a U.S. presidential election approaches, we revisit with clients our views about the impact on our investment outlook and portfolio positioning. Here is a quick review of how we think about elections in general within the context of our overall investment approach.