Litman Gregory Asset Management was recognized as a top-ranked registered investment advisor by Financial Advisor Magazine, ranking 58th out of 707 firms nationwide. Litman Gregory’s average number of assets per client for the year reached $14 million, and number of clients increased by over 2% year over year.
Our team is honored to be recognized among our peers and to share this achievement with our clients who have placed confidence and trust in us for over 30 years. We are proud to continue to build our firm so we can serve them and the generations ahead.
View the complete 2018 Annual RIA Survey and Ranking here.
Our Growing Commitment to the Central Valley
We are pleased to announce that our team is now strengthening our services in the area through the addition of Welz Financial Services, an independent advisory firm in Stockton, as they became part of Litman Gregory effective December 31.
Investment Key Takeaways—Year-End 2018
The financial markets’ roller coaster ride in 2018 ended in downturns almost across the board. A historically high percentage of stock markets and asset classes posted losses for the year, and several fell into official “bear market” territory.
Commentary from Our CIO—2018 Review & Outlook
Throughout the 30-plus year history of Litman Gregory, we’ve emphasized the importance of having a long-term perspective in becoming a successful investor. Chief Investment Officer Jeremy DeGroot discusses our current outlook on the markets across three distinct time horizons.