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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 Bulletin
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RESEARCH
Read the latest research we've shared to support our strategies.
Listen to a replay of our first quarter 2019 Litman Gregory research call. Topics covered (a...
We recently had a conversation with Steve Liberatore, portfolio manager of TIAA-CREF Social ...
First Quarter 2019 Investment Commentary
It certainly feels better to see strongly positive portfolio performance this quarter compar...