Litman Gregory Chief Investment Officer Jeremy DeGroot and senior research analysts Jack Chee and Jason Steuerwalt were recently featured in CityWire USA Magazine’s cover story Competitive Edge. In the article, they share our research team’s ongoing due diligence approach and discuss what it takes for a manager to be selected for our portfolios.
“Managers hoping to land a spot on Litman Gregory’s recommended list need a clear edge on the competition.”
Read the full story by CityWire Magazine.
Interested in learning more about our research team’s manager selection process?
Read our Selecting Fund Managers blog post.
Securely Access Your Portfolio Data with Our New Client Portal
In 2018, we launched our new Client Portal which puts real-time portfolio information securely at your fingertips. In this post, we share the benefits of the portal and how to begin using it in your work with our advisory team.
Cyber Security: Our Focus on Protecting Clients
We live in a time of increased cyber fraud, with threats becoming more frequent and more sophisticated. To help explain how Litman Gregory addresses these risks, COO Jennifer Ceccarelli discusses the steps we are taking to safeguard our client information and provide cyber security.
Investment Key Takeaways—First Quarter 2019
Our portfolios generated strong performance for the first quarter, benefiting from the rebound in financial markets as they reversed much of the market downturns from fourth quarter 2018. The first quarter was a strong period for equities around the world. Bond markets and certain alternative strategies also performed well.