FAQs: Endowments & Foundations

Who is Litman Gregory Wealth Management?

Litman Gregory Wealth Management (“Litman Gregory”) is a boutique investment advisory firm that was founded in 1987. We have been helping investment committees successfully manage foundation and endowment assets for over 30 years. We currently employ a total staff of 25 people across the firm’s three San Francisco Bay Area offices and currently advise individuals, families, endowments, and foundations.

 

Important Disclosure
This written communication is limited to the dissemination of general information pertaining to Litman Gregory Wealth Management, LLC (“LGWM”), including information about LGWM’s investment advisory services, investment philosophy, and general economic market conditions. This communication contains general information that is not suitable for everyone. The information contained herein should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy.
LGWM is an SEC registered investment adviser with its principal place of business in the state of California. LGWM and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which LGWM maintains clients. LGWM may only transact business in those states in which it is noticed filed, or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by LGWM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.