We are pleased to announce that Bill Thompson has joined the firm as a director of the Endowments & Foundations Group and Senior Advisor. In this role, Bill will advise clients on strategic investment planning and portfolio construction, including asset allocation, manager selection, investment program evaluation, performance measurement, and governance.
Prior to Litman Gregory, Bill was a Managing Director at Cambridge Associates for over 10 years, where he served as an outsourced CIO for endowments, foundations, and family offices. Before joining Cambridge, Bill was an institutional credit salesman for Citigroup, focusing on investment and below-investment grade corporate bonds and derivatives. He graduated from Denison University (BA) and the University of Chicago (MBA).
“We are thrilled to add Bill to the team,” said Steve Savage, CEO of Litman Gregory. “His deep investment experience and intense client focus make him a natural fit for our company and the clients we serve.”
Litman Gregory Asset Management has been leveraging its research and wealth planning strength to help families, individuals, and nonprofits reach their financial goals for more than three decades. The firm is guided by the belief that clients’ peace of mind comes from working with a team obsessed with their financial success.
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.