Litman Gregory offers individuals and families:
Investment Management Services
Since our founding in 1987, we have helped individuals, family groups, and non-profits meet their financial goals of preserving and growing wealth. Both our commitment to our in-depth, independent research and our core belief that our clients’ interests come first, allow us to make better investment decisions on behalf of our clients. Our focus on excellence is reflected in the dedication of our client service team. We manage investments at a minimum asset level of $3 million. Contact us for details on our lower-minimum investment options.
Learn more about Litman Gregory Asset Management. »
Individual investors can also access Litman Gregory investment management services through other investment professionals who select Litman Gregory Managed Portfolios through third-party turnkey asset management platforms. These platforms include industry-respected programs such as Genworth Financial Wealth Management, Envestnet, Cambridge Investment Research, and FTJ Fund Choice. Contact your investment advisor for more information about these managed portfolio options.
Research Services
Our publishing affiliate, Litman Gregory Analytics, publishes the No-Load Fund Analyst, through which we provide recommended mutual fund portfolios for investors of varying risk levels, in-depth assessments of financial markets, and comprehensive analysis on leading money managers. First published in 1989, the No-Load Fund Analyst shares the same independent research and investment advice that we use with our clients.
The No-Load Fund Analyst portfolios were recognized by the Hulbert Financial Digest for 11 consecutive years for above-average performance in both up and down markets1.
Individual investors can subscribe to the No-Load Fund Analyst at nlfa.com. »
Mutual Funds
Litman Gregory Fund Advisors is the advisor to five multi-manager, no-load equity mutual funds that collectively cover U.S. and international markets across a range of investment styles and market-capitalization ranges. Litman Gregory Fund Advisors seeks to combine the benefits of Litman Gregory’s manager due diligence with the power of concentrated investing.
Litman Gregory Fund Advisors believes that most stock pickers have an unusually high level of conviction in only a small number of stocks, and that a portfolio limited to these stocks will, on average, outperform a more diversified portfolio over a full market cycle. Litman Gregory Fund Advisors researches, selects and hires managers that we believe have a sustainable edge. The managers, in turn, select stocks in which they hold the greatest conviction. Litman Gregory Fund Advisors seeks diversification by employing multiple stock pickers with varying investment styles and/or market-capitalization orientation.
For more information visit mastersfunds.com. »
1. Litman Gregory, through its affiliate Litman Gregory Research, Inc. (publishers of the No-Load Fund Analyst newsletter), has published and tracked its investment strategies since 1989. The model portfolios of Litman Gregory Research, Inc. were awarded a place on the Hulbert Financial Digest Honor Roll for 11 consecutive years as of 2010. In 2010 Litman Gregory Research was one of nine newsletter publishers tracked to earn the distinction. This national independent survey (previously published in Forbes magazine, based on Hulbert data) recognizes risk-adjusted performance in both up- and down-markets. Such rating is not representative of the experience of any single client of Litman Gregory Asset Management, LLC and is not indicative of the future performance of the firm.