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.
Cyber Security: Our Focus on Protecting Clients
Research has shown that the best defense against cyber risks are people, so we have partnered with an experienced third-party technology-service provider to manage our full information technology program and oversee the protection of our systems. Watch our video on cyber security to learn more.
Investment Key Takeaways—First Quarter 2019
Our portfolios generated strong performance for the first quarter, benefiting from the rebound in financial markets as they reversed much of the market downturns from fourth quarter 2018. The first quarter was a strong period for equities around the world. Bond markets and certain alternative strategies also performed well.
Commentary from Our Chief Investment Officer—First Quarter 2019 Review & Outlook
The market rebound was due more to a shift in Fed monetary policy than any meaningful improvements in the economic fundamentals. Our portfolios have exposure to a wide range of investments that will particularly benefit if global growth continues.