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.
More recently, with so much of our immediate community impacted by devastating fires, we, as a firm and as individual employees, have directed additional donations to Northern California victims through two long-standing local organizations: Napa Valley Community Foundation and Sonoma County Community Foundation. In keeping with the advice that we would give our clients, we carefully planned our giving to support these entities in a way that should generate the most impact. Both foundations are long established members of their communities and will administer these funds in partnership with local service organizations.
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.
Commentary from Our Chief Investment Officer—First Quarter 2019 Review & Outlook
The market rebound was due more to a shift in Fed monetary policy than any meaningful improvements in the economic fundamentals. Our portfolios have exposure to a wide range of investments that will particularly benefit if global growth continues.