Harness Litman Gregory's Asset Allocation Decisions and Manager Selection

Compelling globally diversified portfolios widely available to advisors through turnkey asset management platforms
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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.
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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.
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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.
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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.
TIAA-CREF Social Choice Bond Update

We recently had a conversation with Steve Liberatore, portfolio manager of TIAA-CREF Social ...

Reflecting on Where We’ve Been, A Roadmap for Where We’re Headed

2018 in Review

In stark contrast to 2017, during which a global high tide floated almost all...

Fourth Quarter 2018 Research Call Replay

Advisors are invited to hear the replay of Litman Gregory’s January 24 Research Call webinar...

Year-End 2018 Investment Commentary

Across the board, it was an extremely difficult year to make money in the financial markets,...

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