Recognition

 

  • Litman Gregory Asset Management was selected as the honoree for Oustanding Corporate Philanthropist (1-99 employees) from the East Bay Leadership Council.
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  • Litman Gregory Asset Management was listed on the 2016 Financial Advisor Top Registered Investment Advisors list.
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  • Litman Gregory's proprietary mutual funds have frequently been covered by Morningstar.
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  • Litman Gregory Asset Management was listed on the Financial Times Top Registered Investment Advisors list, a “snapshot of the best advisors to be found across the US,” according to the Financial Times. More »
  • Litman Gregory Asset Management, LLC was the recipient of the Schwab IMPACT® Best-in-Business Award for 20081. The IMPACT® Awards are one of the investment advisor industry's most prestigious honors. The Awards program honors advisors and firms that have advanced the industry through their visionary leadership, operational excellence, technology innovation, and impressive growth. This award annually recognizes an independent investment advisory firm that has elevated business management to new levels of excellence and achieved exceptional business results.
  • Litman Gregory's proprietary mutual funds have frequently been covered by Morningstar.
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Litman Gregory Asset Management
2008 Schwab IMPACT® Best-in Business Award winner

Litman Gregory Asset Management, LLC was the recipient of the Schwab IMPACT® Best-in-Business Award for 2008. The IMPACT® Awards are one of the investment advisor industry's most prestigious honors. The Awards program honors advisors and firms that have advanced the industry through their visionary leadership, operational excellence, technology innovation and impressive growth. This award annually recognizes an independent investment advisory firm that has elevated business management to new levels of excellence and achieved exceptional business results. For more information, visit impactawards.schwab.com.

Watch the Schwab IMPACT video about Litman Gregory.

Litman Gregory In the News

Because of our visibility in the industry, we are often called upon by the press to share our thoughts on investment research and management, or other finance related issues. Below, we share the names of publications and article titles in which we were recently featured, quoted, consulted, or mentioned. We have obtained reprints for a select few of these articles, so please contact us if you are interested in possibly receiving a reprinted copy of a particular article.

2016
November Financial Advisor Market Cycles and Portfolio Positioning
November Advisor Perspectives Perception Versus Reality, Managing Risks
November Advisor Perspectives Monthly Market Update
October Mutual Fund Observer Alternative Strategies Fund
August Barron's Managing the Managers
August Morningstar Analyst Report on the International Fund
July Financial Advisor 2016 Top RIA Ranking List
July San Francisco Business Times 25 Largest Bay Area Wealth Management Firms
June Advisor Perspectives Our Perspective on the Brexit Vote
June Advisor Perspectives A Look at the Municipal Bond Market
May Money Why You Should Forget Rock Star Fund Managers
May Advisor Perspectives Evaluating the Current Credit Cycle
April Morningstar The Hedge Fund Managers New Clothes
April Barron's The Real Alternative in Multi-Alts article
April Morningstar Strong Subadvisors Give this Fund an Edge
April Advisor Perspectives Market Cycles and Portfolio Positioning
April Financial Advisor Market Cycles And Portfolio Positioning
March Morningstar Breaking Down the Multialternative Category
March Advisor Perspectives Why Alternatives, Why Now?
February Advisor Perspectives Constructing a Balanced Portfolio
January San Francisco Chronicle Movers & Shakers: John Baxman Added as a Principal of Litman Gregory
2015
November Advisor Perspectives Why We Believe Emerging-Markets Stocks are Attractive
September DailyALTS Litman Gregory Offers Exposure to High-Conviction Managers
August Barron's Managing the Managers
July Financial Advisor 2015 Top RIA Ranking List
June The Wall Street Journal Stock-Picking: When to Ditch a Lagging Mutual Fund
April Morningstar Making the Most of Funds with Multiple Subadvisors
March San Francisco Business Times 20 Questions You Should Ask Before Hiring a Wealth Manager
March San Francisco Business Times Largest Bay Area Wealth Management Firms
February Advisor Perspectives Fourth Quarter 2014 Investment Commentary
2014
December DailyALTS Video: A look back at the Litman Gregory Alternatives Fund
December SF Gate Why few portfolios are keeping pace with soaring stock market
November Advisor Perspectives Third Quarter 2014 Investment Commentary
November DailyALTS Litman Gregory Fund Celebrates 3 Years, Adds Passport Capital
October Investments & Wealth Monitor Understanding Alternatives and Their Research Challenges
October MarketWatch Opinion: Here's yet another reason to sell a mutual fund
August Advisor Perspectives Second Quarter 2014 Investment Commentary
August The Wall Street Journal Investors Overdo Red, White and Blue
August Investment Digest Funds and ETFs
June SF Gate You probably don't have enough money to retire
June Huffington Post Litman Gregory Alternatives Fund Offers Shield from Volatility
June Financial Times Litman Gregory Makes Financial Times Top 300 RIAs List
May Dick Davis Dividend Digest Funds and ETFs
May Wall Street Journal New Wealth, New Life Plan
March Financial Planning Fund Companies Target Ads at Advisors
March Money Management Fund Managers Turn to Advisors for Branding
February MainStreet Here's How to Double Your Money
February Financial Advisor Magazine How Risky Is DoubleLine
January ThinkAdvisor Top Portfolio Products: New Site Tracks, Compares MLPs
January New York Times In Fund Expenses, Tenths of a Point Mean a Lot
2013
December SF Gate Expert offer investment advice for coming year
December Investment News Top Western fee-only RIAs
November Wall Street Journal Converting From 'Hedge' to 'Mutual Fund'
November Daily Alts Insights from Litman Gregory CIO Jeremy DeGroot
November Tribe.com TYSON: International fund continues outperformance
November Morningstar Fairholme Offer to Acquire Parts of Fannie, Freddie
November InvestmentNews Market mania has advisers reaching for tranquilizers
October Financial Advisor Be Advised
October Forbes 10 Mistakes Even Savvy Stock Investors Make
October InvestmentNews People on the Move
September MutualFundWire.com Litman Gregory Bolsters Its Alts Team
September FINdaily Litman Gregory Adds Research Analyst
September San Francisco Chronicle Hires and promotions, September 11, 2013
September Barron's Finding Strength in Numbers
September FINAlternatives.com Litman Gregory Adds Steuerwalt as Senior Analyst
September Ignites Litman Gregory Nabs Senior Analyst From Big RIA
August Kiplinger's Personal Finance U.S. Stock Funds Rock
August MutualFundWire.com A TAMP Unveils 40 Portfolios
August InvestmentNews Active management is gaining favor with some advisers
August InvestmentNews Time ripe for active investing
August Money Management Litman Gregory Adds Senior Investment Advisor
August FINalternatives Q&A With Jeremy DeGroot, CIO Litman Gregory
July WealthManagement.com Chasing the Winners
July AdvisorOne New Hire Roundup: Pascal Named President of Commonfund Capital
July Dow Jones TIP SHEET: Litman Seeks Great Stock Pickers for International Fund
July ThinkAdvisor What It Really Takes to Succeed in Alternative Investments
July FundFire New Player Joins Flurry of ETF-Based SMA Programs
June InvestmentNews RIA Rundown2013 Biggest gainers
June InvestmentNews RIA Rundown 2013 Largest fee-only RIAs
June InvestmentNews REIT game 'in the late innings'
June MutualFundWire.com A $16B Boutique Manager Aims to Beat Last Quarter's 20 Percent AUM Growth
June Dick Davis Investment Digest ETFs and Mutual Funds
June Ticker.com Pickers of Stock Pickers
June AdvisorOne Alternatives & Volatility: One Firm's Winning Approach
May CNN Money Avoid the slow bond market meltdown
May Money Management Alts Catch on in Retail Market
May Bank Investment Consultant Must Follow Macro Trends in Asia
May Financial Planning Must Follow Macro Trends in Europe
May Kiplinger.com Turbulent Days Ahead for Bond Investors
April Barron's No Golden Opportunity in Multi-Alternative Funds
April Financial Advisor Tax-Efficient Funds For Six-Figure Earners
March Morningstar Fidelity and BlackRock Broaden ETF Partnership
March The Street Mutual Funds Profit From Merger Spree
March The Street Bond Funds That Should Lead the Pack
February WSJ.com WSJ Fund Monthly Small Cap Core Ranking
February Yahoo Finance Litman Gregory Asset Management Hires Lazard Asset Management and Wellington Management Company as New Sub-Advisors to the Litman Gregory Masters International Fund
February InvestmentNews Seven views on the market from Jeffrey Gundlach
February Dick Davis Investment Digest CSC Small Cap Value
February Yahoo Finance Litman Gregory Masters International Fund Celebrates 15th Anniversary, Ranks in the Top 7th Percentile by Morningstar among 166 Foreign Large Blend Funds Based on Total Returns for the 15-Year Period Ending 12/31/12
January Barrons Will 2013 Be The Year of Equity Hedge Funds?
January Kiplinger The 7 Best Pimco Funds
January The New York Times When Markets Rise Above Politics
January Advisor Perspectives Venerated Voices Awards for 2012
January Advisor Perspectives Year-End Investment Commentary Litman Gregory Research January 22, 2013
January Morningstar The impact of two more subadvisors needs to be fully evaluated
January MutualFundWire.com Stork and Reaper for the Week of January 14, 2013
January MutualFundWire.com A Fund Gets Two New Sub-Advisors
2012
December Kiplinger The 7 Best Pimco Funds
December Morningstar Fund Times Federal Court OKs Proposed TCW Sale
December InvestmentNews The case against muni bonds
December The Bond Buyer The Fiscal Cliff, Higher Taxes, and Pricey Muni Bonds
November Bloomberg Bond Investor Gundlach Buys Stocks, Sees 'Kaboom' Ahead
October InvestmentNews Where Pimco's Total Return Fund is invested now
September RIABiz TD Ameritrade wins a $2.5-billion RIA custody client on the strength of its delivery of B-to-B capabilities using Orion, Veo and API
September Wall Street Journal What To Do When a Fund Manager Retires
September InvestmentNews Why Bruce Berkowitz's bullish stance on AIG is paying off
September MutualFundWire.com Bruce Berkowitz Regains His Footing and Some Positive Press
September AdvisorOne.com A Changed Industry: Insights from the 2012 Top Wealth Managers Survey
August Dow Jones Newswires GETTING PERSONAL: Contrarians Still See Long-Term Value in Europe
August Financial Planning 2nd Quarter Mutual Fund Results
July InvestmentNews What is known and unknown about today's markets
July Advisor Perspectives Litman Gregory Mid-Year Commentary July 24, 2012
June CNN Money 7 Low-Risk Funds for the Long Haul
June Barrons Litman Gregory: 'Modest, Tactical' Overweight On Europe Looks More Attractive
June CNN Money Why I am betting big on Europe
June New York Times A Contrarian Case for Investing in Europe
June Newsmax Litman Gregory's DeGroot Expects Double-Digit Stock Returns in Europe
June The New York Times The Day When Europe Holds Its Breath
May Business Wire Litman Gregory Masters Alternative Strategies Fund Passes $250 Million in Assets
May Marin Independent Journal Facebook IPO piques interest of Marin investors, financial advisors
April Morningstar Litman Gregory Masters Equity Instl MSEFX - It could stand to be cheaper, but this is a worthy holding.
April Mutual Fund Observer Litman Gregory Masters Alternative Strategies (MASNX)
April Morningstar Litman Gregory Masters Value Instl MSVFX - This fund's potential is stronger than its long-term returns suggest.
April Morningstar Litman Gregory Masters Smaller Companies Instl MSSFX - This fund is still looking for its groove.
April Morningstar Litman Gregory Masters International Instl MSILX - This fund has all the makings of a superior stand-alone foreign offering.
April Advisor Perspectives Venerated Voices Q1 2012
March RIABiz How a Swat of Billion-Dollar-Plus RIAs are Posing a Threat to Indie Advisors
March The Wall Street Journal Online You Can Go Home Again: Why U.S. Markets Beckon
March InvestmentNews Q&A: Did Bruce Berkowitz allow his asset base to grow too large?
February Advisor Perspectives Venerated Voices Awards for 2011
February Barrons Worth The Risk
February Barrons Oakmark's Herro Remains Bullish On STD, CS, BNP Paribas & Daimler
February MarketWatch What The Groundhog Will See
February MarketWatch How To Judge A Fund By The Companies It Keeps
February The Wall Street Journal Professor's Advice: It's Best to Be Bored
February Morningstar How My Picks for 2010 Fared, Plus Fund News
February Enhanced Online News Cove Street Capital Offers First Mutual Fund
February MutualFundWire.com Cove Street Goes from Sub-adviser to Investment Adviser
January Morningstar Investor Top International Funds Betting on Hard-Hit Emerging Markets
2011
December Barron's Artisan Value (ARTLX) Stocks Up On Apple; Avoiding AT&T & Verizon
November Morningstar Fund Favorites and Red Flags: American Funds, Artisan, Fidelity and More
November Morningstar Investment Briefs
November Fortune Magazine Stocks: Jeremy DeGroot of Litman Gregory picks the best of the best
November Morningstar Litman Gregory Masters International Instl MSILX
November Reuters How to avoid tax traps and find havens in fund distribution
November Bloomberg The Many Ways into Emerging Markets
November Kiplinger's Personal Finance NLFA A Rich Source of Info
October Morningstar The Best and Worst Manager Records
October OnWallStreet Litman Gregory Rolls Out Alternative Strategies Fund
October The Street Litman Gregory Fund Taps Star Portfolios
October RIA Biz Once good for a few million, TD Ameritrade's foot-in-the door strategy is starting to net billions
October Plan Sponsor Litman Gregory Launches Alternative Strategies Fund
October Barrons Absolute Return Fund Hires All-Stars Gundlach, Romick & Orrico
October Business Wire Litman Gregory Launches Alternative Strategies Fund
October Morningstar On the Lookout for Tax Traps and Free Rides
September WSJ Monthly August 31, 2011 MSVFX Category Kings
September Morningstar Litman Gregory Masters International Instl MSILX
September LA Times Investing Lloyds Banking's 2008 deal still weighs it down
September Morningstar Our Favorite Foreign Large-Blend Funds
August Morningstar Litman Gregory Announces Renaming of Masters' Select Funds
August Morningstar Four Tiny but Potent Mutual Funds
August Marin Independent Journal Marin Investment Managers Urge Long View Amid Stock Market Decline
July Barrons Actively Managing Active ETF Management Research
July Morningstar Alternative Strategies Fund
July Registered Rep Selling Alpha - Bad Move
June Morningstar Four Fine All-in-One Foreign Stock Funds
June Mutual Fund Wire Litman Gregory Hires Gundlach and Romnick to Sub-Advise its New Fund
June Morningstar Litman Gregory Masters Alternative Strategies
June Morningstar MSFOX Tiny but Potent Funds
June Morningstar Masters Select International Fund
June Financial Planning A Place for REITS
May Barrons New Funds Turn To 'Up & Coming' Managers
April Dick Davis BlackRock Inflation Protected Bonds Fund
April Money Watch Dividends, Earnings Growth and PEs: Three Strikes for Stocks?
April Barrons No Load Fund Letter: PIMCO’s Total Return, Fairholme Still Hold Promise
April Dow Jones Masters’ Select Seeks returns with Non-U.S. Focus
March Morningstar Masters' Select International-Fans of Multimanager Mutual Funds Will Find A Lot to Like Here
March Financial Times Quant Shops Innovate to Survive
March Money Magazine Bonds A Future of Lousy Returns?
February Barrons Market Watch Herd Mentality Steers Investors to LargeCap Funds
February San Francisco Chronicle Bond Funds that Mitigate Interest Rate Increases
February Barrons That's Better Now
February Dick Davis BBH Core Select Fund
February Morningstar Kinnel Names MSILX Among Great Funds for Your IRA
January San Francisco Chronicle Pros offer 11 tips on saving, spending for 2011
January Financial Planning Journal Avoiding the Pitfalls of Investment Management Outsourcing
January Smart Money America’s Best Mutual Fund Managers
January The Wall Street Journal Are ‘Alternative’ Bond Funds Safe
January Dick Davis Digest Top Picks
2010
December Morningstar Masters’ Select International: This is an exceptional core foreign holding
November The Street Resilient Bond Funds for a Difficult Market
November Morningstar Incentives for Optimal Stock Picking
September Morningstar A Moderate Model Portfolio for Retirees
August Smart Money The Worlds Greatest Investors
August Associated Press Small Caps Losing Their Edge Over Blue Chips
August Dick Davis Digest Lazard International Strategic Equity Open
August Dick Davis Digest American Century Tax Free Bond
August CNN Money Stop Worrying About a Double Dip
July Morningstar Analysis of Masters' Select Smaller Companies
July Registered Rep America’s Top 100 Financial Planner RIAS
July WealthManager 2010 Top Wealth Managers
July Dick Davis Income Digest Top Picks Mid-Year Update
June Morningstar.com Our Favorite Foreign Large-Blend Funds
June Morningstar.com Core Foreign Funds That Aren't Betting Big on Europe
June Morningstar.com Masters' Select International Analysis: This distinctive foreign vehicle continues to fire on all cylinders
June The Wall Street Journal Funds of Their Very Own
May Kiplinger The Illusion of Guaranteed Gains
April The New York Times The Low-Cost Power of Exchange-Traded Funds
April Morningstar Masters' Select Value: Are better times ahead for this fund?
February Business Wire Litman Gregory's Gretchen Hollstein and Rajat Jain Become Parters
February Market Watch Managers' Frequent Trading Can Cost Investors Money
February Dick Davis Digest ETFs and Mutual Funds
January TheStreet.com For Mutual Funds This Year, Think Big
January CNNMoney.com Picking The Sweet Spot In Real Estate
January Kiplinger Coaxing 5% Returns, No Matter What
January Dick Davis Digest ETFs and Mutual Funds
January Dick Davis Income Top Picks for 2010: ETFs and Mutual Funds
January The Washington Post No-Load Fund Analyst Recommends Unconventional Bond Funds
2009
2009
December Kiplinger The 5 Best Stock Funds for 2010
December Morningstar.com Masters' Select International: This Mutual Fund's Strong 2009 Showing is Only Part of its Appeal
December STLtoday.com Debt Sours the Outlook of Investment Executive
November Kiplinger's Personal Finance Pimco Total Return's Hidden Risk
November Morningstar.com Keeping a Cool Head in the Face of Extreme Pessimism
August Barron's The Top 100 Independent Advisors1
May IndexUniverse.com Litman Gregory Finding Value in Junk
May TheStreet.com PIMCO Fund Manager Arnott Joins Bear Camp
February Dick Davis Digest Mutual Funds & ETFs
January San Francisco Chronicle Corporate Bonds Look Good as Treasurys Lag
2008
October Worth Magazine The Top 250 Wealth Advisors2
October Marin Independent Journal Money Managers: Ride Out The Storm
August Barron's Best of the Indies
August Jewish News Weekly People's Choice Award
July Wealth Manager Revealed: Secrets of the 2008 Top Dogs
June Money Inflation: 4 Ways to Protect Your Assets
April Business Week Following The Fund Money
February Barron's A Value Manager Sticks to His Guns
February Money Magazine Mixing It Up, The Pros' Advice
January San Francisco Chronicle Recommended Mutual Funds to Start the New Year
January San Francisco Chronicle Most Mutual Funds Came Out Ahead in 2007
2007
December The Wall Street Journal Lessons Learned From a Wild Year
November Kiplinger's All-Star Fund Is Back
November Kiplinger.com Favorite Foreign Stock Pick
October Worth Magazine The Top 100 Wealth Advisors
October The Wall Street Journal Taxable Payouts On Many Funds Are Set to Surge
October San Francisco Business Times Giving Guide 2007: New Philanthropists in 30s, 40s Re-envision Giving
August Financial Planning Reality Check
August Financial Planning Consider the Alternatives
August Barron's The Indie 100
August Financial Planning When To Sell a Mutual Fund
August The Wall Street Journal S&P 500 Looks On Cheap Side Amid Turmoil
July Dick Davis Digest Mutual Fund Corner
July Wealth Manager Seventh Annual Top Dog Report, Annual Compendium of the Top Advisory Firms
May San Francisco Business Times Doing Something Right with the Wealth Thrust Upon Him
April Dick Davis Digest Investment Ideas from the Best Minds on Wall Street
April Dow Jones Mutual Funds Five Stocks That Can Grow With Your Baby
April Wall Street Journal Betting Big on Large Stock Funds
March USA Today Dollar Signs That Point To Foreign Currency Investing May Be Off Mark
2006
December Journal of Financial Planning The Disciplined Art of Selecting Mutual Funds
December Morningstar.com Investors Should Disregard Masters' Select Equity's Recent Struggles
November Money Why Fund Investing Is Not Like American Idol
November The Wall Street Journal When to Bail Out Of a Slumping Fund
October Morningstar.com Masters' Select Value's Recent Rebound Might Prove Short-Lived, but Its Long-Term Prospects Are Bright
October CNNMoney.com Superstar Funds Lag, Investors Bail
October Morningstar.com Fund Picks & Pans: Masters' Select, Vanguard, SunAmerica
October USA Today If the Manager Has Been Around the Block, Some New Funds Are Worth a Test Spin
October The Wall Street Journal Mutual Fund Slumps Can Last
October The Wall Street Journal Open & Shut Incredibly Shrinking Funds
September Dick Davis Digest Mutual Fund Corner
August Kiplinger.com Brands You Can Trust
August Income Digest Focus of Funds
August Kiplingers.com A Bad Year For A Great Fund
August Daily Record Masters' Select Marks 10 Years
August Market Watch How to Choose a Core International Stock Fund
July The New York Times Mutual Fund Report; Are Large Caps Back In Style?
July Morningstar.com Don't Forget That Masters' Select International's Distinctive Discipline Cuts Both Ways
July Wealth Manager Our Top Advisory Firms are Bigger Than Ever, Even When They Show the Best Things Come in Small Packages
July Financial Planning Learning From The Past
May MarketWatch.com Benchmark Pressing
April Financial Planning Satellite of Beta
March Kiplinger.com Kiplinger 25: What's In, What's Out
March Kiplinger's Personal Finance Build a Bright Future
March Kiplinger.com A Small-Cap Alternative
February San Francisco Business Times A Financial Advisor Should Know What Motivates You
February Kiplinger's Personal Finance The Beauty of Bond Funds
February Morningstar.com The Closed Masters' Select International is One of the Best Core Foreign Holdings Around, But It's Not Risk Free
January Wealth Manager Sync or Swim
January Morningstar.com Fund Times: Morningstar Plans Five New Categories
January Financial Planning Why Size Matters
January ABC News Mutual Funds: Multi-Manager Funds

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.

1. Chris Wheaton was named on 2009 Barron’s list of the Top 100 Independent Financial Advisers in the nation. In 2009 Mr. Wheaton was 90 of 100 advisors. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. Less weight is given to assets and revenues from institutional clients. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. 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 Mr. Wheaton or the firm.

2. Chris Wheaton was named among The Top 250 Wealth Advisors in the U.S. by Worth Magazine in 2008. This was the ninth consecutive year that Mr. Wheaton has been named to the advisor list. The editors use a number of selection criteria including education, experience, client retention, and investment performance. 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 Mr. Wheaton or the firm.

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.