We hope that you, your families, and your clients are holding up well during this difficult and uncertain time. We share your and your clients’ concerns as we grapple with this health emergency.
As we write this, the San Francisco Bay Area counties where most of our California offices are located have been placed under a mandatory shelter-in-place order. Litman Gregory maintains an active, up-to-date business continuity plan, which has prepared us well to maintain our client service and business operations during this complex and unusual period. As a result of our experience and preparation, we had already reoriented our company to work from home starting on March 10. Subject to this order, we have now closed our impacted offices.
Litman Gregory’s ability to serve you and maintain our AdvisorIntelligence service remains unaffected. We are accustomed to working with remote teammates, we have the necessary equipment to do so, and we have full access to all our IT systems.
The Research team is in close touch with the managers we invest with and recommend to understand how they are operating both on an investment front and in terms of their own business continuity plans. As always, we are able to draw from a broad field of specialized experts whose research views can complement our own.
We recognize that everyone in our community is managing through new and unfamiliar circumstances. When we get through the other side of this crisis—and we will—we want to share examples from our approach to planning for unforeseen events.
Our team is here and available to talk through any questions or concerns you have. As always, our thoughts are with all those directly affected.
Litman Gregory Investment Team
925.254.8999
