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.
Investment Key Takeaways—First Quarter 2020
The first quarter of 2020 has been an extraordinary period in U.S. financial market history across numerous dimensions. In this post, we summarize key takeaways from the longer commentary including market reactions, outlook on a recession, and investment opportunities presented as we look ahead.
Commentary from Our CIO—First Quarter 2020 Review & Outlook
We are living through a period in history none of us will ever forget, with unprecedented market volatility and global reaction to a viral pandemic. In this quarter’s commentary, CIO Jeremy DeGroot discusses the factors affecting financial markets today, key drivers going forward, and more.