Litman Gregory offers investment management, research services, and mutual funds.
Founded in 1987, Litman Gregory is a San Francisco Bay Area firm that manages assets for high-net-worth individuals, institutions, and other advisors using strategies that draw on its global tactical asset allocation expertise and in-depth manager due diligence. The firm also publishes its research for investment professionals through AdvisorIntelligence. Litman Gregory advises a family of no-load mutual funds, including a fully liquid, multi-strategy alternatives fund. In total, Litman Gregory manages or directs over $8.2 billion in assets* through our affiliated companies (as of 3/31/16).
*The Litman Gregory companies that manage assets include Litman Gregory Asset Management, LLC and Litman Gregory Fund Advisors, LLC.
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