We believe our most valuable assets are the people that make up Litman Gregory and the strong reputation for integrity, intellectual honesty, and excellence that we have earned over the years in our relationships with clients, business associates, and the national financial media. This reputation has been established by taking great care to cultivate a team of highly skilled professionals who share our core values and who have a passion for our profession. The resulting company culture and the people behind it are the foundation for our continued success.
We are active participants in our communities, as individuals and as a firm.
The Litman Gregory Charity Partnership Program proudly supports two local nonprofits dedicated to alleviating and preventing homelessness. Our involvement includes volunteer opportunities for all employees in addition to meaningful financial contribution:
One of the longest continually operating social service agencies in California, based in San Francisco. Compass counselors work with families to develop a personalized housing plan while providing them with the support they need to stabilize, get back on their feet, and go forward on the path to self-sufficiency. Compass provides childcare, healthcare, education, employment, shelter, transitional housing, mental health care, legal services and a host of basic needs services to address each family’s unique circumstances as they work toward housing stability, self-sufficiency and well-being.
SHELTER, Inc. strives to realize a vision: Re-building lives, one family at a time, by giving them a home, the skills, and the resources to live the life they deserve. Each year, SHELTER, Inc. helps over 6,000 men, women and children in Contra Costa County; almost half of those helped are children.
Our LG team has come together to raise funds for wildfire victim support and rebuilding efforts, and to meet other urgent and ongoing needs as they occur. Each year, we donate to a variety of causes that are seeking to care for, strengthen and enhance the communities in which we live and work.
The Litman Gregory Masters Funds are now PartnerSelect Funds
Effective July 31, Litman Gregory Masters Funds will be operating under a new name: PartnerSelect Funds. While the existing funds will be renamed to reflect the updated family name, each funds’ sub-advisor lineup, ticker symbol, and CUSIP will not change.
Insight Newsletter—Second Quarter 2020
In an effort to deliver our quarterly communications more promptly and reduce our use of paper, we are excited to announce that an electronic version of our Insight Newsletter will be shared on our website going forward.
A Message from Litman Gregory’s CEO
In June, CEO Steve Savage sent a letter to the firm to underscore Litman Gregory’s stance against racism and for inclusion. We feel it is important to share excerpts of his internal communication so that our clients and friends know where we stand on these meaningful issues.