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.
Third Quarter 2018 Investment Commentary
In 2018, US stocks have strongly outperformed EM stocks, but this level of divergence is not unusual. Still, given the negative headlines surrounding emerging markets, we highlight several points this quarter that indicate EM stocks remain attractive and their long-term growth outlook is intact.
Third Quarter 2018 Market Review
US stocks hit new highs in late September, while foreign stocks continue to underperform. This year, our bond portfolios are again benefiting from allocations to flexible bond funds and floating-rate loan funds.