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Our Firm

Who We Are

Co-founded by Ken Gregory and Craig Litman, Litman Gregory is a nationally recognized boutique wealth management firm with 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 fourteen 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 that automate administrative and back office functions such as trading, rebalancing, fee billing, account aggregation, CRM, and reporting. They are available to individual investors through investment professionals only. 

Mutual 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.

 

Qualities that Define Litman Gregory

 

Schwab IMPACT® Best-in-Business Award Winner

Litman Gregory is a recipient of the Schwab Institutional® Best-in-Business Award for excellence in independent financial advising.* Litman Gregory Asset Management, LLC was recognized for its best-in-class practice management and innovation in serving wealthy individuals, families, and institutions.

*LITMAN GREGORY AND ITS EMPLOYEES ARE INDEPENDENT OF AND ARE NOT EMPLOYEES OR AGENTS OF CHARLES SCHWAB & CO., INC. (“SCHWAB”). SCHWAB DOES NOT PREPARE, VERIFY OR ENDORSE INFORMATION DISTRIBUTED BY LITMAN GREGORY. THE IMPACT™ AWARD IS NOT AN ENDORSEMENT, TESTIMONIAL ENDORSEMENT, RECOMMENDATION OR REFERRAL TO LITMAN GREGORY WITH RESPECT TO ITS INVESTMENT ADVISORY AND OTHER SERVICES. SUCH RATING IS NOT REPRESENTATIVE OF THE EXPERIENCE OF ANY SINGLE CLIENT OF LITMAN GREGORY ASSET MANAGEMENT, LLC AND IS NOT INDICATIVE OF THE FUTURE PERFORMANCE OF THE FIRM.

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