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.
Advisor Showcase: Guiding Clients Through Post-Recession Uncertainty
The North Bay Business Journal asked our local Litman Gregory advisors to respond to their Wealth Manager Survey by providing opinions on the financial markets, investment opportunities, risks and inflation, as well as lessons learned through the pandemic-induced recession. This post provides a collection of our team's responses.
Finances & Aging: Tips for Planning Ahead
In this interview with Senior Advisor Gretchen Hollstein, we uncover several tips for families as they navigate the issues of financial management that often come with aging. Gretchen explains why this is so important, and how she and the advisors at Litman Gregory work with clients to follow the steps involved in planning ahead.
Research Update: China’s Regulatory Actions in Private Education
Recent regulatory activity has taken place in China that left many investors surprised. In this post, our research team provides a summary of the regulatory actions, our current thinking on China’s longer-term goals, and the potential impact on the assessment of emerging-market stocks.