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.
Investment Key Takeaways—Second Quarter 2019
After global stock markets got a jump start on the year thanks to progress in U.S.-China trade negotiations and a newly “patient” Fed, an abrupt breakdown in the trade talks spurred a sharp market sell-off in May. But stock markets rebounded in June with expectations of Fed rate cuts later in the year and (tentative) signs of re-engagement on the U.S.-China trade front.
Commentary from our CIO—Second Quarter 2019
The first half of 2019 saw robust gains across most asset classes, but it certainly wasn’t a smooth ride. Chief Investment Officer Jeremy DeGroot discusses our current outlook on the markets, central bank monetary policy, and the global economy in this quarter’s update.
Financial Times Names Litman Gregory to 2019 Top RIA List
Litman Gregory is pleased to share that our firm has been recognized in numerous financial services industry lists and rankings from publications including the SF Business Times, Financial Advisor Magazine, and most recently the Financial Times.