Litman Gregory Joins iM Global Partner

We would like to share some important and exciting news about Litman Gregory’s future. After much careful thought, analysis, and discussion, our principals have decided to take a significant step toward growing our resources and ensuring our ability to excel for generations by joining iM Global Partner, a privately held global investment services firm dedicated to asset management.  

In this evolution, Litman Gregory will become the base of the firm’s U.S. operations and the sole wealth management service offering, which will continue to operate under the Litman Gregory name. This transaction is expected to be finalized within the second quarter of this year, and we believe it represents a meaningful advance for us and our clients.

Before arriving at this decision, we conducted an intense due diligence process with iM Global Partner and its principals, very much in keeping with our research-driven process. What we found is an investment sophistication that reinforces the level of research at Litman Gregory and a service orientation that mirrors our client-centered focus. Moreover, they have the resources and commitment to position us so we can continue to deliver the fresh thinking, disciplined management, and high-level of attention our clients expect from us.

Our criteria in this evaluation process tied back to the three pillars that formed the foundation of our business from the start: 1) our clients, who are the reason we come to work every day; 2) our people, who come together with the single mission to serve clients; and 3) our financial strength, providing the resources to ensure we can retain a great team of people and the tools they need to provide exceptional service. We know that all three pillars must be in balance to mutually support one another and to ensure our ability to serve clients across generations for decades to come. Through our due diligence, we determined that the combination with iM Global Partner brings us together with like-minded people and will make Litman Gregory stronger in the right ways, to the benefit of our clients and people. 

As for the day-to-day work at Litman Gregory, it will be largely unchanged in how we interact with our clients. The Litman Gregory advisors and the broader client management team will continue in their current roles as well as their relationships with our clients. Similarly, our Chief Investment Officer and research analysts will remain focused on providing the disciplined, research-driven investment management strategy our clients know and expect.

We invite you to learn more about this next chapter for our firm by talking with your advisor and our team. 

Read the press release >>

Important Disclosure

This written communication is limited to the dissemination of general information pertaining to Litman Gregory Wealth Management, LLC (“LGWM”), including information about LGWM’s investment advisory services, investment philosophy, and general economic market conditions. This communication contains general information that is not suitable for everyone. The information contained herein should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy.

LGWM is an SEC registered investment adviser with its principal place of business in the state of California. LGWM and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which LGWM maintains clients. LGWM may only transact business in those states in which it is noticed filed, or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by LGWM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.