Company Press Release

JASON STEUERWALT JOINS LITMAN GREGORY AS SENIOR RESEARCH ANALYST

Brings Extensive Expertise in Alternative and Hedge Fund Strategies

  LARKSPUR, Calif. — Sept. 4, 2013 — Litman Gregory announced today that Jason Steuerwalt has joined the firm as a senior research analyst. Mr. Steuerwalt has extensive experience in a variety of alternative strategies.

  Most recently, he worked in the credit and absolute return research group at Hall Capital Partners, covering fixed income, credit/distressed/multi-strategy hedge funds, and private credit funds. Prior to that, he served in the equity strategies research group, covering long-only and long-short equity managers.

  “Jason brings a deep, nuanced knowledge of alternatives and manager research more broadly,” said Litman Gregory chief investment officer Jeremy DeGroot. “He will play a critical role helping us identify talented money managers in the alternatives space and beyond.”

  Litman Gregory is an asset management firm offering investment management, research services, and mutual funds all driven by the in-depth manager due diligence and asset class research work to which the Litman Gregory research team is dedicated.

  “With the Litman Gregory Masters Alternative Strategies Fund, Litman Gregory is meeting a significant need by offering investors a high-quality, liquid, and reasonably priced alternative option,” said Mr. Steuerwalt. “I’m confident that my experience and the relationships I’ve cultivated with a variety of investment managers over the years will prove valuable in augmenting our work in the alternatives space, and I’m excited to join such an outstanding firm with a great research effort.”

  Mr. Steuerwalt is a CFA charter holder and serves on the board of directors of the Sitike Counseling Center.

  For media inquiries, please contact James Doyle of Jennifer Connelly Public Relations (JCPR) at 973-850-7308 or jdoyle@jcprinc.com.

  About Litman Gregory  

Based in the San Francisco Bay Area, Litman Gregory is a boutique asset management firm whose institutional-caliber manager due diligence and asset class research underlies each of their four business lines. Litman Gregory manages accounts for private clients, and advisors can access versions of those portfolios for use with their clients through the Litman Gregory Portfolio Strategies, available through third-party turnkey asset management platforms. Litman Gregory’s research drives their careful selection process of skilled managers who run “sleeves” of each of the five Litman Gregory Masters Funds.

  Their proprietary research is published on AdvisorIntelligence, which caters to advisors, and in the No-Load Fund Analyst, a newsletter for retail investors. For more information, please visit www.litmangregory.com.