Established in 1987, our success stems from our original commitment to be the best at what we do. Over the years we've been able to develop a team of highly skilled professionals who share our deeply held values of honesty, integrity and commitment to excellence. We also share a passion for our work. The resulting company culture is responsible for our national reputation for both integrity and results in all four of our businesses. The benefits of our research can be accessed in five different ways:
 

Investment Management Services

Since 1987Litman/Gregory Asset Management, LLC has offered investment management services to wealthy individuals, family groups and institutions.  The depth and commitment of our research efforts are matched only by the exceptional efforts of our client service team members who try to make the "service" side of what we do a noticeable positive experience for all of our clients.  Our decisions are driven by loyalty to our clients and an understanding that long-term success will be enhanced by always putting our clients' interests first.  



The No-Load Fund Analyst

Since 1990, Litman/Gregory Research, Inc. published the highly respected No-Load Fund Analyst, a monthly publication that focuses on in-depth analysis of financial markets and mutual funds. This publication, which is frequently quoted and has been praised by the media, is representative of the depth and quality of our investment research. Our subscriber base includes many financial advisors and institutional investors.



The Masters' Select Funds

Litman/Gregory Fund Advisors, LLC is the investment advisor to the Masters' Select Funds(1) . The Masters' funds were the pioneers in combining the strategy of focused investing with implementation by multiple stock pickers.  Relying on our in-depth research to select and hire some of the nation's most highly regarded money managers, the Masters funds have received extensive media coverage and are proving themselves since the first fund was launched on December 31, 1996.


AdvisorIntelligence.com

Litman/Gregory Analytics, LLC 
publishes AdvisorIntelligence.com, a web-based service targeted to investment advisors. It includes versions of our highly ranked model portfolios, fund due diligence, asset class research, and client communications materials including newsletters and PowerPoint presentations.
 
 
Managed Portfolios
 
Since 1996, Litman/Gregory has offered turnkey portfolios of funds or ETFs to other financial advisors through third-party investment management platforms that automate administrative and back-office functions including trading, rebalancing and reporting. Today we are an investment strategist with several national firms that provide turnkey asset management platforms (TAMPs). The Litman/Gregory Managed Portfolios enable other advisors to efficiently implement client portfolios that harness Litman/Gregory's expertise in research, tactical asset allocation and manager selection, and that tap into the same investment decision-making that we employ in our own client portfolios.