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|
Our Perspective and Strategy During Turbulent Times
It’s been a difficult year, to say the least. As September comes to a close, we’ve weathered a disappointing month in the financial markets after a relatively benign August and a strong July. As is the case in any bear market, investors are braced for more to come. In this post we provide a summary on the forces that brought us here, how we’re responding, and what to expect going forward.
With Inflation Rising, Why Have Inflation-Protected Bonds Declined?
As the outlook for inflation turned less “transitory,” treasury inflation-protected securities became interesting to many investors. But these bonds have shown they aren’t immune to broader bond market declines, leaving investors to wonder, “How can my inflation-protected bonds be down when inflation is on the rise?” In this post we explain how these bonds are impacted by different market variables, including inflation, and why we believe they still deserve a place in our client portfolios.
I Savings Bonds Currently Offer a Generous Yield
With current yields over 9%, Series I Savings Bonds seem to offer a "free lunch". These bonds are issued by the U.S. Government and pay interest linked to current inflation rates, making them an attractive option for most savers and investors.