Your peace of mind comes from the absolute confidence that every member of the Litman Gregory team shares a singular and overriding commitment to your financial well-being.
In addition to applying our investment expertise, we partner with our clients to help plan the entire scope of their finances and deliver an exceptional client experience–these are key to both our clients’ success and our own.
Achieving financial independence and the legacy that goes with it requires more than commitment on your part–it demands a highly skilled partner to help you envision your future and guide you along the way. As your partner, we bring a deep knowledge of investments and the full range of wealth planning strategies that can be employed to maximize your success.
As your fiduciary partner, we work with you to understand what your organization is about–the long-term objectives, fundraising goals, spending policies, and anything else that affects your success. Serving as the Outsourced Chief Investment Officer, we create and implement the investment policy needed to empower your organization. Simply put, your mission is our mission.
The Litman Gregory Masters Funds are now PartnerSelect Funds
Effective July 31, Litman Gregory Masters Funds will be operating under a new name: PartnerSelect Funds. While the existing funds will be renamed to reflect the updated family name, each funds’ sub-advisor lineup, ticker symbol, and CUSIP will not change.
Insight Newsletter—Second Quarter 2020
In an effort to deliver our quarterly communications more promptly and reduce our use of paper, we are excited to announce that an electronic version of our Insight Newsletter will be shared on our website going forward.
A Message from Litman Gregory’s CEO
In June, CEO Steve Savage sent a letter to the firm to underscore Litman Gregory’s stance against racism and for inclusion. We feel it is important to share excerpts of his internal communication so that our clients and friends know where we stand on these meaningful issues.