Resources

Learn more about Litman Gregory Portfolio Strategies:

Litman Gregory Portfolio Strategies Qualifications

LGPS-Qualifications-Handout_3-31-18

This qualifications handout lays out our investment beliefs and investment process.

Litman Gregory Portfolio Strategies Performance Report

LGPS_Standard_and_Alpha-Core_Performance_Report_5-31-18

The latest representative performance for Litman Gregory’s Standard and Alpha-Core strategies.

Litman Gregory Portfolio Strategies Overview

LGPS-Overview

This presentation provides an overview of Litman Gregory Portfolio Strategies and provides some background on our 30-plus years of history.

 

 

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team@lgportfolios.com
925.254.8999