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.
Litman Gregory Research Team Featured in CityWire Magazine
Litman Gregory’s research team was recently featured on the cover of CityWire Magazine where they discuss our firm’s due diligence approach and what it takes for a portfolio manager to stand out from the crowd.
Litman Gregory’s Jason Steuerwalt and Peter Sousa Become Principals
We are happy to announce that Jason Steuerwalt, CFA and Peter Sousa have become principals of the firm.