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.
Gretchen Hollstein and Monica Muñoz Named to 2021 Top Wealth Advisor Moms List
We are pleased to announce that Senior Advisors Gretchen Hollstein, CFP® and Monica Muñoz, CFP® have been named as two of the country’s Top Wealth Advisor Moms for 2021 by Working Mother. This recognition is a testament to their passion for both roles they hold, advisor and parent.
Commentary from Our CIO—Third Quarter 2021
Chief Investment Officer Jeremy DeGroot reviews key elements of the global macro environment and how they impact our financial market outlook: COVID-19, U.S. economic policy, growth, and inflation. He also covers our reasons for near-term caution on U.S. stocks, and an in-depth review of emerging market equities, in light of recent market headlines and regulatory developments in China.
Introducing Litman Gregory’s Updated Logo
For many years, our team has referred to the services we offer to our clients as "wealth management". To us, this communicates that we provide both investment management and financial planning in an integrated way to support their broader wealth planning goals. As of today, we have officially updated our name and logo.