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 Team is Prepared for the Gender Wealth Shift
Many leading companies have started to shift gears by offering new products, hiring more female advisors, and launching financial literacy and community outreach events. At Litman Gregory Wealth Management, we're ahead of the curve, with women making up 50% of our team.
Fourth Quarter 2023 Investment Commentary
As 2023 unfolded, global stock and bond markets ignored widespread expectations of a U.S. recession and surprised forecasters by shaking off a host of uncertainties to post strong gains for the year. This was a welcome rebound after a very difficult 2022, where high inflation made the Fed decide to raise interest rates sharply which led to negative returns for virtually all traditional investments. In this commentary we cover what led to the 2023 returns, as well as our outlook and strategy as we look ahead in 2024.
Year End Wishes from Litman Gregory Wealth Management
In reflecting on the events of 2023, we witnessed a positive turn in the financial markets as investors anticipated the possibility of a “soft landing” for the U.S. economy, but we were also disheartened by numerous worldwide conflicts. As we balance these experiences, we are grateful for our business and client relationships, and more than ever we are encouraged to be of service and give back to our community.