Extraordinary companies are made up of extraordinary people. We seek out people who share our core values of expertise, integrity, commitment to excellence, and a passion for our work. The result is a team of highly skilled professionals that define Litman Gregory.
Our team of five senior investment advisors, two investment advisors and one associate investment advisor offers advisory services to individuals, family groups, foundations, and endowments.
The Investment Advisory team is supported by our client service team, which is recognized in the industry for excellence in client service, as well as our operations and compliance teams.
Litman Gregory’s investment research team is focused on asset allocation research, manager due diligence, and portfolio construction. The team is led by chief investment officer Jeremy DeGroot, CFA®.
Litman Gregory’s Investment Committee comprises primarily the research team and investment advisors, and meets monthly to discuss research recommendations and portfolio issues for clients.
The Litman Gregory business lines are supported by our dedicated business administration teams, each providing specialized expertise to support the day-to-day operations of the business.
Litman Gregory’s executive team comprises the firm’s co-founders as well as the current co-managing partners. The executive team is responsible for the firm’s business management decisions and for leading the partner group.