- Litman Gregory Asset Management, LLC was the recipient of the Schwab IMPACT® Best-in-Business Award for 20081. The IMPACT® Awards are one of the investment advisor industry's most prestigious honors. The Awards program honors advisors and firms that have advanced the industry through their visionary leadership, operational excellence, technology innovation, and impressive growth. This award annually recognizes an independent investment advisory firm that has elevated business management to new levels of excellence and achieved exceptional business results. For more information, visit impactawards.schwab.com.
Watch the Schwab IMPACT video about Litman Gregory.
- Litman Gregory's proprietary mutual funds have frequently been covered by Morningstar.
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Litman Gregory Asset Management
2008 Schwab IMPACT® Best-in Business Award winner
Litman Gregory Asset Management, LLC was the recipient of the Schwab IMPACT® Best-in-Business Award for 2008. The IMPACT® Awards are one of the investment advisor industry's most prestigious honors. The Awards program honors advisors and firms that have advanced the industry through their visionary leadership, operational excellence, technology innovation and impressive growth. This award annually recognizes an independent investment advisory firm that has elevated business management to new levels of excellence and achieved exceptional business results. For more information, visit impactawards.schwab.com.
Watch the Schwab IMPACT video about Litman Gregory.
Litman Gregory In the News
Because of our visibility in the industry, we are often called upon by the press to share our thoughts on investment research and management, or other finance related issues. Below, we share the names of publications and article titles in which we were recently featured, quoted, consulted, or mentioned. We have obtained reprints for a select few of these articles, so please contact us if you are interested in possibly receiving a reprinted copy of a particular article.
2011
| January |
Morningstar |
Investor Top International Funds Betting on Hard-Hit Emerging Markets |
| December |
Barron's |
Artisan Value (ARTLX) Stocks Up On Apple; Avoiding AT&T & Verizon |
| November |
Morningstar |
Fund Favorites and Red Flags: American Funds, Artisan, Fidelity and More |
| November |
Morningstar |
Investment Briefs |
| November |
CNN Money |
Stocks: Jeremy DeGroot of Litman Gregory picks the best of the best |
| November |
Morningstar |
Litman Gregory Masters Intl Instl MSILX |
| November |
Reuters |
How to avoid tax traps and find havens in fund distribution |
| November |
Bloomberg |
The Many Ways into Emerging Markets |
| November |
Kiplinger's Personal Finance |
NLFA A Rich Source of Info |
| October |
Morningstar |
The Best and Worst Manager Records |
| October |
OnWallStreet |
Litman Gregory Rolls Out Alternative Strategies Fund |
| October |
The Street |
Litman Gregory Fund Taps Star Portfolios |
| October |
RIA Biz |
Once good for a few million, TD Ameritrade's foot-in-the door strategy is starting to net billions |
| October |
Plan Sponsor |
Litman Gregory Launches Alternative Strategies Fund |
| October |
Barrons |
Absolute Return Fund Hires All-Stars Gundlach, Romick & Orrico |
| October |
Business Wire |
Litman Gregory Launches Alternative Strategies Fund |
| October |
Morningstar |
On the Lookout for Tax Traps and Free Rides |
| September |
NLFA |
Masters Fund Rebranding Masters |
| September |
WSJ |
Monthly August 31, 2011 MSVFX Category Kings |
| September |
Morningstar |
Litman Gregory Masters Intl Instl MSILX |
| September |
LA Times |
Investing Lloyds Banking's 2008 deal still weighs it down |
| September |
Morningstar |
Our Favorite Foreign Large-Blend Funds |
| August |
Morningstar |
Litman Gregory Announces Renaming of Masters' Select Funds |
| August |
Morningstar |
Four Tiny but Potent Mutual Funds |
| August |
Marin Independent Journal |
Marin Investment Managers Urge Long View Amid Stock Market Decline |
| July |
Barrons |
Actively Managing Active ETF Management Research |
| July |
Morningstar |
Alternative Strategies Fund |
| July |
Registered Rep |
Selling Alpha - Bad Move |
| June |
Morningstar |
Four Fine All-in-One Foreign Stock Funds |
| June |
Mutual Fund Wire |
Litman Gregory Hires Gundlach and Romnick to Sub-Advise its New Fund |
| June |
Morningstar |
Litman Gregory Masters Alternative Strategies |
| June |
Morningstar |
MSFOX Tiny but Potent Funds |
| June |
Morningstar |
Masters Select International Fund |
| June |
Financial Planning |
A Place for REITS |
| May |
Barrons |
New Funds Turn To 'Up & Coming' Managers |
| April |
Dick Davis |
BlackRock Inflation Protected Bonds Fund |
| April |
Money Watch |
Dividends, Earnings Growth and PEs: Three Strikes for Stocks? |
| April |
Barrons |
No Load Fund Letter: PIMCO’s Total Return, Fairholme Still Hold Promise |
| April |
Dow Jones |
Masters’ Select Seeks returns with Non-U.S. Focus |
| March |
Morningstar |
Masters' Select International-Fans of Multimanager Mutual Funds Will Find A Lot to Like Here |
| March |
Financial Times |
Quant Shops Innovate to Survive |
| March |
Money Magazine |
Bonds A Future of Lousy Returns? |
| February |
Barrons Market Watch |
Herd Mentality Steers Investors to LargeCap Funds |
| February |
San Francisco Chronicle |
Bond Funds that Mitigate Interest Rate Increases |
| February |
Barrons |
That's Better Now |
| February |
Dick Davis |
BBH Core Select Fund |
| February |
Morningstar |
Kinnel Names MSILX Among Great Funds for Your IRA |
| January |
San Francisco Chronicle |
Pros offer 11 tips on saving, spending for 2011 |
| January |
Financial Planning Journal |
Avoiding the Pitfalls of Investment Management Outsourcing |
| January |
Smart Money |
America’s Best Mutual Fund Managers |
| January |
The Wall Street Journal |
Are ‘Alternative’ Bond Funds Safe |
| January |
Dick Davis Digest |
Top Picks |
2010
| December |
Morningstar |
Masters’ Select International: This is an exceptional core foreign holding |
| November |
The Street |
Resilient Bond Funds for a Difficult Market |
| November |
Morningstar |
Incentives for Optimal Stock Picking |
| September |
Morningstar |
A Moderate Model Portfolio for Retirees |
| August |
Smart Money |
The Worlds Greatest Investors |
| August |
Associated Press |
Small Caps Losing Their Edge Over Blue Chips |
| August |
Dick Davis Digest |
Lazard International Strategic Equity Open |
| August |
Dick Davis Digest |
American Century Tax Free Bond |
| August |
CNN Money |
Stop Worrying About a Double Dip |
| July |
Morningstar |
Analysis of Masters' Select Smaller Companies |
| July |
Registered Rep |
America’s Top 100 Financial Planner RIAS |
| July |
WealthManager |
2010 Top Wealth Managers |
| July |
Dick Davis Income Digest |
Top Picks Mid-Year Update |
| June |
Morningstar.com |
Our Favorite Foreign Large-Blend Funds |
| June |
Morningstar.com |
Core Foreign Funds That Aren't Betting Big on Europe |
| June |
Morningstar.com |
Masters' Select International Analysis: This distinctive foreign vehicle continues to fire on all cylinders |
| June |
The Wall Street Journal |
Funds of Their Very Own |
| May |
Kiplinger |
The Illusion of Guaranteed Gains |
| April |
The New York Times |
The Low-Cost Power of Exchange-Traded Funds |
| April |
Morningstar |
Masters' Select Value: Are better times ahead for this fund? |
| February |
Business Wire |
Litman Gregory's Gretchen Hollstein and Rajat Jain Become Parters |
| February |
Market Watch |
Managers' Frequent Trading Can Cost Investors Money |
| February |
Dick Davis Digest |
ETFs and Mutual Funds |
| January |
TheStreet.com |
For Mutual Funds This Year, Think Big |
| January |
CNNMoney.com |
Picking The Sweet Spot In Real Estate |
| January |
Kiplinger |
Coaxing 5% Returns, No Matter What |
| January |
Dick Davis Digest |
ETFs and Mutual Funds |
| January |
Dick Davis Income |
Top Picks for 2010: ETFs and Mutual Funds |
| January |
The Washington Post |
No-Load Fund Analyst Recommends Unconventional Bond Funds |
2009
| December |
Kiplinger |
The 5 Best Stock Funds for 2010 |
| December |
Morningstar.com |
Masters' Select International: This Mutual Fund's Strong 2009 Showing is Only Part of its Appeal |
| December |
STLtoday.com |
Debt Sours the Outlook of Investment Executive |
| November |
Kiplinger's Personal Finance |
Pimco Total Return's Hidden Risk |
| November |
Morningstar.com |
Keeping a Cool Head in the Face of Extreme Pessimism |
| August |
Barron's |
The Top 100 Independent Advisors1 |
| May |
IndexUniverse.com |
Litman Gregory Finding Value in Junk |
| May |
TheStreet.com |
PIMCO Fund Manager Arnott Joins Bear Camp |
| February |
Dick Davis Digest |
Mutual Funds & ETFs |
| January |
San Francisco Chronicle |
Corporate Bonds Look Good as Treasurys Lag |
2008
| October |
Worth Magazine |
The Top 250 Wealth Advisors2 |
| October |
Marin Independent Journal |
Money Managers: Ride Out The Storm |
| August |
Barron's |
Best of the Indies |
| August |
Jewish News Weekly |
People's Choice Award |
| July |
Wealth Manager |
Revealed: Secrets of the 2008 Top Dogs |
| June |
Money |
Inflation: 4 Ways to Protect Your Assets |
| April |
Business Week |
Following The Fund Money |
| February |
Barron's |
A Value Manager Sticks to His Guns |
| February |
Money Magazine |
Mixing It Up, The Pros' Advice |
| January |
San Francisco Chronicle |
Recommended Mutual Funds to Start the New Year |
| January |
San Francisco Chronicle |
Most Mutual Funds Came Out Ahead in 2007 |
2007
| December |
The Wall Street Journal |
Lessons Learned From a Wild Year |
| November |
Kiplinger's |
All-Star Fund Is Back |
| November |
Kiplinger.com |
Favorite Foreign Stock Pick |
| October |
Worth Magazine |
The Top 100 Wealth Advisors |
| October |
The Wall Street Journal |
Taxable Payouts On Many Funds Are Set to Surge |
| October |
San Francisco Business Times |
Giving Guide 2007: New Philanthropists in 30s, 40s Re-envision Giving |
| August |
Financial Planning |
Reality Check |
| August |
Financial Planning |
Consider the Alternatives |
| August |
Barron's |
The Indie 100 |
| August |
Financial Planning |
When To Sell a Mutual Fund |
| August |
The Wall Street Journal |
S&P 500 Looks On Cheap Side Amid Turmoil |
| July |
Dick Davis Digest |
Mutual Fund Corner |
| July |
Wealth Manager |
Seventh Annual Top Dog Report, Annual Compendium of the Top Advisory Firms |
| May |
San Francisco Business Times |
Doing Something Right with the Wealth Thrust Upon Him |
| April |
Dick Davis Digest |
Investment Ideas from the Best Minds on Wall Street |
| April |
Dow Jones Mutual Funds |
Five Stocks That Can Grow With Your Baby |
| April |
Wall Street Journal |
Betting Big on Large Stock Funds |
| March |
USA Today |
Dollar Signs That Point To Foreign Currency Investing May Be Off Mark |
2006
| December |
Journal of Financial Planning |
The Disciplined Art of Selecting Mutual Funds |
| December |
Morningstar.com |
Investors Should Disregard Masters' Select Equity's Recent Struggles |
| November |
Money |
Why Fund Investing Is Not Like American Idol |
| November |
The Wall Street Journal |
When to Bail Out Of a Slumping Fund |
| October |
Morningstar.com |
Masters' Select Value's Recent Rebound Might Prove Short-Lived, but Its Long-Term Prospects Are Bright |
| October |
CNNMoney.com |
Superstar Funds Lag, Investors Bail |
| October |
Morningstar.com |
Fund Picks & Pans: Masters' Select, Vanguard, SunAmerica |
| October |
USA Today |
If the Manager Has Been Around the Block, Some New Funds Are Worth a Test Spin |
| October |
The Wall Street Journal |
Mutual Fund Slumps Can Last |
| October |
The Wall Street Journal |
Open & Shut Incredibly Shrinking Funds |
| September |
Dick Davis Digest |
Mutual Fund Corner |
| August |
Kiplinger.com |
Brands You Can Trust |
| August |
Income Digest |
Focus of Funds |
| August |
Kiplingers.com |
A Bad Year For A Great Fund |
| August |
Daily Record |
Masters' Select Marks 10 Years |
| August |
Market Watch |
How to Choose a Core International Stock Fund |
| July |
The New York Times |
Mutual Fund Report; Are Large Caps Back In Style? |
| July |
Morningstar.com |
Don't Forget That Masters' Select International's Distinctive Discipline Cuts Both Ways |
| July |
Wealth Manager |
Our Top Advisory Firms are Bigger Than Ever, Even When They Show the Best Things Come in Small Packages |
| July |
Financial Planning |
Learning From The Past |
| May |
MarketWatch.com |
Benchmark Pressing |
| April |
Financial Planning |
Satellite of Beta |
| March |
Kiplinger.com |
Kiplinger 25: What's In, What's Out |
| March |
Kiplinger's Personal Finance |
Build a Bright Future |
| March |
Kiplinger.com |
A Small-Cap Alternative |
| February |
San Francisco Business
Times |
A Financial Advisor Should Know What Motivates You |
| February |
Kiplinger's Personal Finance |
The Beauty of Bond Funds |
| February |
Morningstar.com |
The Closed Masters' Select International is One of the Best Core Foreign Holdings Around, But It's Not Risk Free |
| January |
Wealth Manager |
Sync or Swim |
| January |
Morningstar.com |
Fund Times: Morningstar Plans Five New Categories |
| January |
Financial Planning |
Why Size Matters |
| January |
ABC News |
Mutual Funds: Multi-Manager Funds |
1. Litman Gregory Asset Management is the recipient of the 2008 Schwab IMPACT® Best-in Business Award. This national award recognizes one independent investment advisory firm for excellence in business management and client services. The criteria include demonstrated success in business planning, practice management, employee development, and client loyalty. Litman Gregory and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. ("Schwab"). Schwab does not prepare, verify, or endorse information distributed by Litman Gregory. The IMPACT® Award is not an endorsement, testimonial endorsement, recommendation, or referral to Litman Gregory with respect to its investment advisory and other services. 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.
1. Chris Wheaton was named on 2009 Barron’s list of the Top 100 Independent Financial Advisers in the nation. In 2009 Mr. Wheaton was 90 of 100 advisors. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. Less weight is given to assets and revenues from institutional clients. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. 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 Mr. Wheaton or the firm.
2. Chris Wheaton was named among The Top 250 Wealth Advisors in the U.S. by Worth Magazine in 2008. This was the ninth consecutive year that Mr. Wheaton has been named to the advisor list. The editors use a number of selection criteria including education, experience, client retention, and investment performance. 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 Mr. Wheaton or the firm.
Litman Gregory Asset Management is the recipient of the 2008 Schwab IMPACT® Best-in Business Award. This national award recognizes one independent investment advisory firm for excellence in business management and client services. The criteria include demonstrated success in business planning, practice management, employee development and client loyalty. Litman Gregory and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. ("Schwab"). Schwab does not prepare, verify or endorse information distributed by Litman Gregory. The IMPACT® Award is not an endorsement, testimonial endorsement, recommendation or referral to Litman Gregory with respect to its investment advisory and other services. 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.