Litman Gregory is pleased to share that our firm has been recognized in numerous financial services industry lists and rankings from publications including the San Francisco Business Times, Financial Advisor Magazine, and most recently the Financial Times. In 2018 and now 2019, Litman Gregory Asset Management was named to the Financial Times 300 Top Registered Investment Advisers list, a report that selects and recognizes top independent RIA firms from across the United States.
“We are honored to be included on the FT 300 list for the second year in a row,” said Alice Lowenstein, CFP®, Managing Director of Wealth Management Services and Principal at Litman Gregory. “Our team is committed to excellence in serving individuals, families, and nonprofits. Receiving this recognition within our industry, and among our peers, is a validation of the passion and integrity behind our work to make a positive difference in the lives of our clients.”
The FT 300 report grades firms based on the following factors: assets under management (AUM), AUM growth rate, years in existence, advanced industry credentials of the firm’s advisors, online accessibility, and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.
The median firm in this year’s report manages $1.7 billion in assets and has 15 people involved in providing investment advice.
Litman Gregory is a boutique wealth management firm that has been helping high-net-worth individuals, families, and nonprofits plan for and reach their financial goals for more than three decades. The firm manages or directs over $6.8 billion in assets* through our affiliated companies (as of 3/31/19).
View the full report here.
|FT 300: Top Registered Investment Advisers 2018 and 2019|
|SF Business Times Wealth Management List 2018 and 2019|
|Financial Advisor Magazine Top RIAs 2015-2019|
Capital One Data Breach and Cybersecurity
While the Capital One data breach is not the first of its kind, it is noteworthy in its scale: nearly 106 million of the bank’s customer and applicant accounts were affected. These occurrences remind us of the importance of taking proactive steps to safeguard our personal and financial information. In this post, we outline actions to consider taking to protect your personal data and accounts.
Investment Key Takeaways—Second Quarter 2019
After global stock markets got a jump start on the year thanks to progress in U.S.-China trade negotiations and a newly “patient” Fed, an abrupt breakdown in the trade talks spurred a sharp market sell-off in May. But stock markets rebounded in June with expectations of Fed rate cuts later in the year and (tentative) signs of re-engagement on the U.S.-China trade front.
Commentary from our CIO—Second Quarter 2019
The first half of 2019 saw robust gains across most asset classes, but it certainly wasn’t a smooth ride. Chief Investment Officer Jeremy DeGroot discusses our current outlook on the markets, central bank monetary policy, and the global economy in this quarter’s update.