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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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.
Year-End 2019 Investment Commentary

What a difference a year makes. While in 2018, it was very difficult to make money in financ...

Alcentra’s Leland Hart: No Signs of the Apocalypse

In November we met with a team from Alcentra, manager of BNY Mellon Floating Rate Income. Al...

Deconstructing European and Emerging-Market Stock Returns

We get very poor expected returns for U.S. stocks even after making generous assumptions. Wh...

Third Quarter 2019 Research Webinar Replay

Listen to a replay of our third quarter 2019 Litman Gregory research team webinar. Topics co...

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