About
Litman Gregory AdvisorIntelligence
Through AdvisorIntelligence, we share the in-depth proprietary research, high-quality client materials, and proven investment strategy we use to manage or own wealth management business.
Whether you are looking to fully outsource your investment decision making or are interested in an independent research source to complement your own work, AdvisorIntelligence allows you to leverage the work we do on behalf of our own clients in a flexible way that meets the unique needs of your practice.
Who We Are
Co-founded by Ken Gregory and Craig Litman, Litman Gregory is a nationally recognized boutique wealth management firm with over 30 years of experience helping clients reach their financial goals. From the start, our mission has been simple: Provide high-caliber financial and investment advice that is conflict-free, without the pressure to sell products or services that can be common in larger institutions.
The cornerstone of our clients’ success is the support and guidance of our team of professionals. Over the years, our hiring philosophy has focused on finding intelligent people of high integrity with a passion for what we do, who share our values and have the skills and abilities to excel in their role. Today, Litman Gregory is owned by sixteen principals—a team that includes our Senior Wealth Advisors, Research Analysts, and business leaders. This means the people who work most closely with our clients are also making key business decisions and setting firm-wide priorities.
How Do Advisors Work with Litman Gregory?
(Not an investment professional? Learn more about how Litman Gregory works with individuals, families, and nonprofit organizations.)
As financial advisors and independent business owners ourselves, we believe we can relate to the needs and issues other investment professionals face. There are many resources available to advisors, but in our opinion very few offer well-thought-out advice and high-quality information that is of practical use. We believe we can do better.
Our services for investment professionals:
Litman Gregory AdvisorIntelligence
Through AdvisorIntelligence, Litman Gregory shares the proven investment strategy on which we have built our own wealth management business. We share our in-depth proprietary investment research and model portfolios, along with the high-quality client materials necessary to deliver advice with confidence.
Litman Gregory Portfolio Strategies
Litman Gregory offers turnkey active and index-based portfolios through third-party investment management platforms. They are available to individual investors through investment professionals only.
Litman Gregory Masters Funds
Litman Gregory also offers proprietary subadvised mutual funds that invest in only the most compelling ideas from our highest-conviction investment managers—whom we believe are among the best in the business.
