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.
Year-End 2018 Investment Commentary

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

Baron’s Michael Kass: Recent Challenges in China and India

We recently had a conversation with Michael Kass, portfolio manager of Baron Emerging Market...

Brandes Emerging Markets Value Annual Report

In this report we check in with the team at Brandes to get their thoughts on how trade issue...

Third Quarter 2018 Research Call Replay

Advisors are invited to hear the replay of Litman Gregory’s October 18 Research Call webinar...