Harness Litman Gregory's Asset Allocation Decisions and Manager Selection

Compelling globally diversified portfolios widely available to advisors through turnkey asset management platforms

Who We Are

Litman Gregory is a boutique wealth management firm nationally recognized for the quality of our fund research and tactical asset allocation capabilities.

A Time-Tested, Disciplined Investment Process

Our strategies draw on the intensive research, asset allocation process, and portfolio construction philosophy we've employed in our own client accounts for more than 30 years.

How to Get Started

Download our brochure, informational presentation, and more to learn about the strategies we offer and how to implement our portfolios for your clients.

Availability

Litman Gregory offers Active, Tax-Sensitive, ETF, and Alpha-Core strategies across multiple turnkey asset management platforms:

RESEARCH

Read the latest research we've shared to support our strategies.
Year-End 2019 Investment Commentary

What a difference a year makes. While in 2018, it was very difficult to make money in financ...

Alcentra’s Leland Hart: No Signs of the Apocalypse

In November we met with a team from Alcentra, manager of BNY Mellon Floating Rate Income. Al...

Deconstructing European and Emerging-Market Stock Returns

We get very poor expected returns for U.S. stocks even after making generous assumptions. Wh...

Third Quarter 2019 Research Webinar Replay

Listen to a replay of our third quarter 2019 Litman Gregory research team webinar. Topics co...