We believe the following distinguishes Litman Gregory from our peers and as a leading provider of investment services to nonprofit clients:
Investment Experience and Risk Management. With an impressive track record of strong risk-adjusted performance, our fundamentally driven investment approach seeks to balance our long-term outlook—and our clients’ unique goals—within a defined level of risk for each customized portfolio.
Advice with Accountability. As a fiduciary partner, we take ownership of our clients’ goals as we help them navigate complex and volatile markets, balancing capital preservation with long-term growth, to help them meet their financial objectives.
Disciplined Investment Process. We have made a significant commitment to independent research. Our iMGP research team includes dedicated asset class and manager-selection research analysts. Further, we continue to integrate sustainable investing criteria into our investment framework, as we believe it makes us better stewards of our clients’ assets, improves risk management, and can increase returns.
Client Focus and Service. Our relationship-driven service model ensures proactive attention and clear communication. With over 30 years of experience working with nonprofits, we can help you address a wide range of challenges, from investment policy creation to educating your board on investments and industry best practices.
Contact us with other questions about our expertise and service for endowments and foundations.