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

Read the latest research we've shared to support our strategies.
Fourth Quarter 2020 Research Webinar Replay

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

Year-End 2020 Investment Commentary

The likelihood of widespread vaccine distribution supports the case for a cyclical economic ...

Third Quarter 2020 Research Webinar Replay

Watch a replay of our third quarter 2020 Litman Gregory research team webinar. Topics covere...

Third Quarter 2020 Investment Commentary

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