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.
Loomis Sayles Bond Annual Report

Loomis_Sayles_Bond_Annual_Report

First Quarter 2019 Research Call Replay

Listen to a replay of our first quarter 2019 Litman Gregory research call. Topics covered (a...

First Quarter 2019 Investment Commentary

It certainly feels better to see strongly positive portfolio performance this quarter compar...

TIAA-CREF Social Choice Bond Update

We recently had a conversation with Steve Liberatore, portfolio manager of TIAA-CREF Social ...