Litman Gregory is pleased to announce that Alice Lowenstein, CFP®, Principal and Managing Director, has obtained the Chartered SRI Counselor (CSRIC™) designation. Offered by the College for Financial Planning and designed for experienced financial planning and investment professionals, the CSRIC™ program focuses on sustainable, responsible, and impact investing (SRI) and covers history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices. Gaining the credential requires completing an educational curriculum and passing a comprehensive final exam.
“I have followed SRI (or what is now often referred to as ESG, short for environmental, social and governance) for many years, and it is exciting to see an acceleration in growth and interest as more investors recognize the importance—and the potential—for broadening their lens to consider sustainability and social impact as integral to investment analysis and decisions,” Alice reflected.
Litman Gregory CEO Steve Savage added, “We congratulate Alice on her accomplishment and are pleased to enhance our team’s ability to support clients in exploring and implementing investment strategies that reflect their own values.”
Litman Gregory’s research team has continued to deepen its coverage of the broad universe of sustainable, responsible, and impact funds, ETFs, and other vehicles that specifically integrate environmental, social, and governance considerations into their investment approach. In turn, Litman Gregory advisors work with clients to understand and define their priorities as it comes to reflecting these issues in their portfolios and to advise on strategies for doing so. As the quality and availability of solutions continue to improve, we expect to broaden our offering.
We encourage you to contact your Litman Gregory Advisor to discuss how sustainable investing can fit into your wealth management plan.
Gretchen Hollstein and Monica Muñoz Named to 2021 Top Wealth Advisor Moms List
We are pleased to announce that Senior Advisors Gretchen Hollstein, CFP® and Monica Muñoz, CFP® have been named as two of the country’s Top Wealth Advisor Moms for 2021 by Working Mother. This recognition is a testament to their passion for both roles they hold, advisor and parent.
Commentary from Our CIO—Third Quarter 2021
Chief Investment Officer Jeremy DeGroot reviews key elements of the global macro environment and how they impact our financial market outlook: COVID-19, U.S. economic policy, growth, and inflation. He also covers our reasons for near-term caution on U.S. stocks, and an in-depth review of emerging market equities, in light of recent market headlines and regulatory developments in China.
Introducing Litman Gregory’s Updated Logo
For many years, our team has referred to the services we offer to our clients as "wealth management". To us, this communicates that we provide both investment management and financial planning in an integrated way to support their broader wealth planning goals. As of today, we have officially updated our name and logo.