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.
Alice Lowenstein Earns CSRIC™, Sustainable, Responsible & Impact Investing Designation
We are pleased to share that Managing Director Alice Lowenstein has obtained the Chartered SRI Counselor designation, the first major financial credential dedicated specifically to sustainable, responsible and impact investing. This designation demonstrates Alice’s knowledge of SRI principles and best practices.
As 2020 comes to a close, we join in the enthusiastic farewells to this truly unique year, and also reflect on what we achieved with our clients through it all. Our colleagues worked against the grim tide of news and unprecedented events to support one another, discover our resilience, and ultimately deliver on our ongoing commitment to our clients.
Barron’s Article Featuring Gretchen Hollstein: 5 Tax Moves to Consider for an Unusual Year
Litman Gregory Senior Advisor Gretchen Hollstein was quoted in this recent Barron’s article, which offered ideas to consider before year-end. She describes some common planning strategies we utilize with clients, such as considering Roth IRA conversions and managing IRA required distributions in a unique tax year.