overview

 

About Us

Litman Gregory, co-founded in 1987 by Ken Gregory and Craig Litman, is a nationally recognized boutique wealth management firm based in the San Francisco Bay Area.

Since its founding, Litman Gregory Asset Management has provided wealth management services with a commitment to excellent client service to individuals, multigenerational families, endowments, and foundations. Litman Gregory is a recipient of the Schwab IMPACT® Best-in-Business Award1 for excellence in independent financial advising.

Investment management is core to how we support clients in achieving and maintaining financial independence. We believe that intensive research and a disciplined process are critical to that investment success.

Over the years, we have had the opportunity to share our research expertise across a number of services: We advise the Litman Gregory Masters Funds, provide Litman Gregory Portfolio Strategies on third-party asset management platforms, and publish investment research and portfolio guidance for other investment advisors through AdvisorIntelligence.

Our Mission and the Three Pillars of Our Success:

Our mission is to make a positive difference in the lives of our clients by professionally dedicating ourselves to their financial well-being.

Our success depends on the quality and commitment of our people. Therefore, we cultivate a work environment that inspires excellence, personal growth, creativity, and clarity on how our work, individually and collectively, helps our clients. Fulfilling our mission supports our financial strength and allows us to uphold our mission now and long into the future.

Taken together, these are the three pillars of Litman Gregory: 

  • our clients,
  • our people, and
  • our financial strength.

We strive to keep all three elements strong and in balance so that Litman Gregory is a trusted and enduring creator of value for both clients and employees.

Our Core Values

Integrity – We adhere to the highest standards of fairness, honesty, and independent thinking. We do what is right and ethical no matter what.

Excellence – We strive to excel in everything we do. We bring our best effort, expertise, experience, creativity, intellectual vigor so that we deliver on our mission.

Passion – We demonstrate enthusiasm, dedication, and drive. We approach everything with energy, confidence, and a positive attitude.

Courage – We have the courage to act on our values and convictions when they are tested. We have the courage to hear regardless of the message, to speak up when necessary, and to hold ourselves accountable. We make rational decisions and commit to them without allowing ego or fear to hold us back.


1. Litman Gregory Asset Management is the recipient of the 2008 Schwab IMPACT® Best-in Business Award. This national award recognizes one independent investment advisory firm for excellence in business management and client services. The criteria include demonstrated success in business planning, practice management, employee development, and client loyalty. 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.

These videos are provided for informational purposes only and may not be suitable for all investors. They contain forward-looking statements and/or projections that may not come to pass. No statement included herein is to be construed as a solicitation or recommendation to buy or sell a security, or the rendering of personalized investment, tax or legal advice. Past performance may not be indicative of future results and may have been impacted by economic events and market trends that will not recur going forward. Investing involves risk, including the potential loss of principal, and there can be no assurance that any particular investment, asset class or strategy will prove profitable. For additional information about Litman Gregory, please request a copy of our disclosure brochure or visit the SEC's website at adviserinfo.sec.gov.