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.
First Quarter 2020 Investment Commentary

We are all now living through a period in history none of us will ever forget. The impact on...

Separating Emotion from Action

The global stock markets have been highly volatile. With a backdrop of a continued price war...

A Conversation with Guggenheim’s Scott Minerd—Litman Gregory Investment Forum

At our recent Investment Forum, held November 2019, Litman Gregory senior research analyst J...

Fourth Quarter 2019 Research Webinar Replay

Listen to a replay of our fourth quarter 2019 Litman Gregory research team webinar. Topics c...

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