At Litman Gregory, we partner with people at many stages of life, from busy executives and individual entrepreneurs to young couples planning for a family’s future and multigenerational families managing their legacy. In every case, including yours, our experienced advisor professionals deliver comprehensive wealth management to coordinate all facets of your finances, while managing your investments in a way that best supports your financial goals.
The Litman Gregory Masters Funds are now PartnerSelect Funds
Effective July 31, Litman Gregory Masters Funds will be operating under a new name: PartnerSelect Funds. While the existing funds will be renamed to reflect the updated family name, each funds’ sub-advisor lineup, ticker symbol, and CUSIP will not change.
Insight Newsletter—Second Quarter 2020
In an effort to deliver our quarterly communications more promptly and reduce our use of paper, we are excited to announce that an electronic version of our Insight Newsletter will be shared on our website going forward.
A Message from Litman Gregory’s CEO
In June, CEO Steve Savage sent a letter to the firm to underscore Litman Gregory’s stance against racism and for inclusion. We feel it is important to share excerpts of his internal communication so that our clients and friends know where we stand on these meaningful issues.