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.
First Quarter 2018 Investment Commentary

The return of volatility in the first quarter provided a reality check for global equity inv...

Market Turbulence and Central Bank Policy Shifts

Following the recent market turmoil, Litman Gregory chief investment officer Jeremy DeGroot ...

Fourth Quarter 2017 Research Q&A

Each quarter, we address questions from clients and advisors about our investment views, lon...

Fourth Quarter 2017 Research Call Replay

Advisors are invited to hear the replay of Litman Gregory’s January 18 Research Call webinar...