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.
Third Quarter 2020 Investment Commentary

Going into the final quarter of 2020, multiple crosscurrents and uncertainties are presentin...

A Sustainable Investing Lexicon

From its origin in socially responsible and values-based strategies, sustainable investing t...

How Sustainable Is the Market & Economic Recovery?

We think there is a reasonable case to be made that the market/economic rebound is broadly s...

Second Quarter 2020 Research Webinar Replay

Watch a replay of our second quarter 2020 Litman Gregory research team webinar. Topics cover...

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