Litman Gregory

Since its founding, Litman Gregory Asset Management has provided wealth management services with a commitment to excellent client service to individuals, multigenerational families, endowments, and foundations. Investment management is core to how we support clients in achieving and maintaining financial independence. We believe that intensive rese... arch and a disciplined process are critical to that investment success. Over the years, we have had the opportunity to share our research expertise across a number of services: We advise the PartnerSelect Funds, which bring to the marketplace institutional-quality managers from around the globe who we believe possess a unique edge and who operate in asset classes that lend themselves to high active share and active management. We provide Litman Gregory Portfolio Strategies on third-party asset management platforms, and publish investment research and portfolio guidance for other investment advisors through AdvisorIntelligence. Our Mission and the Three Pillars of Our Success:Read More