Recognition

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Litman Gregory Makes the Financial Times Top Financial Advisors List

List includes 300 of the country’s “independent, elite RIA practices”

LARKSPUR, Calif. — July 9, 2014 —Bay Area-based Litman Gregory Asset Management was recently named one of the top 300 independent financial advisors in the U.S. by the Financial Times.

The Financial Times uses a scoring system that includes six factors including assets under management (AUM), AUM growth, age of the firm, industry certifications of staff, SEC record, and online accessibility.

“We are proud to be included in the Financial Times Top 300 list,” said Chris Wheaton, Co-CEO of Litman Gregory.  “We feel our inclusion on this list recognizes our continued commitment to providing high-quality, independent financial advice, and exceptional client service to each of our clients.”

For over 25 years, we have worked with individuals, families, endowments, and foundations, building diversified portfolios to help our clients achieve their long-term financial goals. 

About Litman Gregory

Based in the San Francisco Bay Area, Litman Gregory is a boutique asset management firm whose institutional-caliber manager due diligence and asset class research underlies each of their four business lines:

  • Litman Gregory Asset Management manages investment portfolios and provides comprehensive financial services to high-net-worth families, endowments, and foundations.
  • Litman Gregory Portfolio Strategies are accessible to other investment professionals and their clients through a number of third-party turnkey asset management platforms.
  • Litman Gregory’s research drives its careful selection process of skilled sub-advisors who run “sleeves” of their four Litman Gregory Masters Funds.
  • Their proprietary asset class and investment manager research is available to other investment advisors through AdvisorIntelligence.com.   

Please direct all media inquiries to:

Elaine Ormonde-Hua
Litman Gregory Asset Management
925-254-8999
media@lgam.com



The 2014 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2014). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300. 630 RIAs submitted applications; 48% received this recognition. The award may not be representative of any one client’s experience and the award is not indicative of the advisor’s future performance.

Mutual fund investing involves risk, loss of principal is possible. Please call 1-800-960-0188 to obtain a Prospectus for the Litman Gregory Masters Funds. The Prospectus contains more complete information regarding the risks, costs and expenses of the funds. Distributed by Quasar Distributors, LLC.