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.
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.