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.
ESG in Action

August 2021

The ESG managers we have selected each have distinctive approaches to sus...

Second Quarter 2021 Research Webinar Replay

Watch a replay of our second quarter 2021 Litman Gregory research team webinar. Topics cover...

Second Quarter 2021 Investment Commentary

Global stock markets continued to surge in the second quarter. In our assessment of the macr...

Increased Return Expectations for U.S. Stocks

Over the past six to nine months, as we reviewed the changing market and economic environmen...