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.

Webinar Replay

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.
The Big Rock: An Interview with Jeffrey Gundlach

On August 16, 2018, Litman Gregory chief investment officer Jeremy DeGroot interviewed Doubl...

Second Quarter 2018 Research Call Replay

Advisors are invited to hear the replay of Litman Gregory’s July 26 Research Call webinar. T...

Second Quarter 2018 Investment Commentary

A confluence of factors combined to drive US equity outperformance in the second quarter. Di...

Italian Political Turmoil

The latest news item causing concern for investors in European stocks has been the recent po...