Investment management is central to how we help you achieve financial independence and peace of mind. Together, we will create an overarching strategy and build an appropriate asset allocation based on your risk tolerance and long-term objectives. First, we need to understand what you need from your portfolio to support your financial goals and how comfortable you are with investment risk. Then we’ll dig into loss and volatility thresholds, investment preferences, opportunities for private investments, preferences for values-based investing, and more.
Once we have an appropriate investment plan for you, we create an Investment Policy Statement, with an outline of expectations and guidelines for managing the portfolio, that lays a foundation for success.
Gretchen Hollstein Featured in Barron’s “How to Invest for a Post-COVID World”
Senior Advisor Gretchen Hollstein, CFP® was highlighted in a recent Barron’s article, which featured a select group of investment professionals responding to how they are modifying clients’ portfolios given the current environment.
A Sustainable Investing Lexicon
From its origin in socially responsible and values-based strategies, sustainable investing today offers a broad universe of options that help pair investment goals with positive outcomes for society and the planet. With more tools than ever to support our clients in building sustainability into their investments, we want to share our thinking on this evolving space. A good place to start is simply defining terms.
Advisor Showcase: Guiding Clients Through Pandemic-Driven Uncertainty
Litman Gregory’s senior advisors were featured in North Bay Business Journal’s report on wealth managers. The survey posed questions about the impact of COVID-19 on client relationships, common mistakes investors make in times of great uncertainty, and more. In this post, we share a selection of responses from members of our advisory team.