Litman Gregory Asset Management was selected as the honoree for Outstanding Corporate Philanthropist (1-99 employees) for the East Bay Leadership Council’s 6th Annual Philanthropy Awards. The East Bay Philanthropy Awards are an opportunity to honor exemplary community-minded leaders, businesses, and service organizations that make the Easy Bay more vibrant.
Litman Gregory’s Charitable Partnership Program was recognized for its efforts on fighting homelessness through our support of SHELTER, Inc. of Contra Costa County and Compass Family Services in San Francisco.
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.