Litman Gregory was recognized as a top-ranked registered investment advisor by Financial Advisor Magazine, ranking 102nd out of 607 firms nationwide. Litman Gregory’s average number of assets per client for the year reached $8.5 million, and number of clients increased by almost 3% 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 2021 Annual RIA Survey and Ranking here.
Insight Newsletter—Spring 2023
Our Insight Newsletter is now available. Included in this edition: Investment Commentary Research Update: Trend Following with Managed Futures Tax Planning Opportunities from
Our Larkspur Office is Moving – Next Door!
Effective May 30th, we will relocate into a beautifully renovated suite designed with more space for hosting visitors and collaboration among team members. We look forward to hosting our clients and friends of the firm in this new office.
Schwab Account Owners Targeted in New Phishing Scam
Charles Schwab sent out an alert that their account owners have recently become the target of a sophisticated phishing scam in an attempt by fraudsters to gain access to their assets and other sensitive data. In this post, we share the details about this scam that account owners should look out for and ways that you can protect yourself from this and other fraud attempts.