Our Beginning

Litman Gregory was co-founded by Ken Gregory and Craig Litman in 1987. The two crossed paths in a post-graduate tax course at Golden Gate University in San Francisco and bonded over their mutual frustration with the then-typical business model of the financial industry. Both recognized that a better model for managing client assets was one that aligned business interests with clients by charging a fee based on assets rather than on transactions and products.

Craig and Ken Litman Gregory Co-Founderseach brought their areas of specialty to the partnership — Craig on the client side, and Ken on the research side. Their unique combination of skills resulted in the successful investment management firm that is known today for the strength of its independent research as well as for its commitment to serving the needs of individual clients, endowments, and foundations.

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, and 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.

 

 

 

*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.