At Litman Gregory, your mission is our mission. We believe endowments and foundations require a team of Fiduciary Partners obsessed with the success of their organizations. With over 30 years of experience advising nonprofits, we understand your investment needs and have the expertise to guide your board through the issues that can impact a nonprofit’s success.

Why Litman Gregory

Our disciplined investment process combines the objectivity of a consultant with the agility and accountability of a discretionary manager.

  • Deep expertise with endowments and foundations
  • Intensive fundamental research and a thorough planning process based on scenario analyses
  • Fully resourced, proactive investment team
  • Independent and customized approach
  • Significant operational and administrative support

 

How We Work With Clients

Investment Planning

  • Conduct comprehensive enterprise review
  • Review and facilitate revisions to investment policy statement
  • Determine asset allocation
  • Develop portfolio structure

Portfolio Implementation

  • Thorough manager due diligence
  • Recommend managers for the portfolio
  • Provide customized performance reporting
  • Monitor and manage portfolio risks and liquidity
  • Monitor managers in the portfolio

Operational Support

  • Prepare investment documents for signature
  • Track cash flows
  • Provide audit support
  • Provide access to research and education
Litman Gregory's long-term approach

How We Invest

  • A long-term investment horizon (when consistent with financial objectives)
  • Diversification, not only to reduce variability of returns, but to protect against irrecoverable loss
  • A bias toward fundamental, value-sensitive strategies
  • Limited use of tactical deviations from long-term policy targets, primarily informed by extreme valuations
  • Use of innovative portfolio construction techniques, asset classes, investment strategies, and managers
  • Use of active managers only where we expect they will add long-term value
  • A focus on minimizing fees and costs
 

Sustainable Investing

Litman Gregory can help endowments and foundations navigate the process of exploring and implementing a portfolio that aligns with their mission and sustainability goals. Our customized approach allows us to meet our client’s unique needs and circumstances. Read more >

Our Endowments & Foundations Team

Craig Keller, CFA, MBA

MANAGING DIRECTOR – SENIOR ADVISOR

415-464-5803
CRAIG.KELLER@LGAM.COM

Bill Thompson

DIRECTOR – ENDOWMENTS & FOUNDATIONS GROUP, SENIOR ADVISOR

415-464-5808
BILL.THOMPSON@LGAM.COM

Lesley Cannan, CFP®

VP – SENIOR ADVISOR

415-464-5810
LESLEY.CANNAN@LGAM.COM

Contact us to learn more about how we can help your organization achieve its mission.