Litman Gregory offers institutions and nonprofits:
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. As fiduciaries, our service offering combines the advice of an investment consultant with the implementation of an investment advisor. 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. We manage investments at a minimum asset level of $3 million.
Learn more about Litman Gregory Asset Management. »
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. »
Research Services
Consultants and chief investment officers of family offices, endowments, and foundations can learn more about the results of our money manager due diligence, asset class research, and portfolio construction by subscribing to AdvisorIntelligence. AdvisorIntelligence is a leading research resource that shares our investment research, manager recommendations, client communications, and practice management advice with other investment professionals.
AdvisorIntelligence can be used to outsource or validate your investment decisions and help you meet your goal of delivering superior results to your clients. AdvisorIntelligence provides all of Litman Gregory’s in-depth independent research on managers and asset classes as well as a recommended list of funds, model portfolios with a 20-year proven track record, and adaptable client communications such as investment policy statements, presentations, newsletters, and letters. AdvisorIntelligence is available to investment professionals only.
For a free trial, visit advisorintelligence.com. »