In June 2021, Litman Gregory became part of global asset management firm iM Global Partner (iMGP). The strong alignment in investment philosophy, expansion in research capabilities, and strengthening of investment solutions were among the key drivers in the decision. iM Global Partner’s research focus is global in nature and the expertise of the global group includes analysts in London, Paris, Luxembourg, and the U.S. Following the merger, the research team was integrated with iMGP Fund Management (iMGP FM), with iMGP Global Asset Management Chief Investment Officer (CIO) Philippe Uzan leading the group, and Jeremy DeGroot as CIO, Asset Management U.S. and reporting to Philippe.
After 24 years with Litman Gregory/iMGP FM, Jeremy stepped down from his role on September 20, 2023. We are grateful to have benefited from Jeremy’s keen intellect, deep investment knowledge and discipline during his long tenure. We are pleased to announce that Jack Chee, previously Director – Portfolio Management and Head of Fixed Income Strategies at iMGP FM has taken on the U.S. CIO – Asset Management role. Jack has worked closely with Jeremy over the past 23 years on manager and asset class research and the management of Litman Gregory’s globally allocated portfolios. Jack now reports to Philippe Uzan and oversees the iMGP U.S.-based research team, which will add another analyst in the near future. Jeremy spent a good amount of time with Jack before his departure in order to transition his CIO responsibilities.
It is never easy to say goodbye to a long-time colleague but given the strength and breadth of our collective team, we believe our overall asset management framework continues to be strong. Looking ahead, we look forward to the continued growth of the iMGP global research team as we seek to deliver on our mission to help clients achieve their financial goals.
Charitable Gifting Strategies for Giving Tuesday
Giving Tuesday shines a light on philanthropic efforts and serves as a reminder to give to the causes and organizations that mean the most to you. We aim to help our clients define their charitable goals and build a plan that maximizes the impact of their giving, while optimizing their tax situation. In this post, we highlight strategies to help guide your giving this holiday season and throughout the coming year.
Insight Newsletter—Fall 2023
Our Insight Newsletter is now available. Included in this edition: Investment Commentary Reaction to the Conflict in Israel and the Middle East Cybersecurity
It’s Beginning To Look A Lot Like Yearend Tax Planning Season
With just a few months left in the 2023 tax year, we wanted to highlight some timeless tax planning techniques. In this post we share some of the strategies that Litman Gregory Wealth Management considers as we help our clients optimize the tax-efficiency of their overall planning as well as our portfolio management on their behalf throughout the tax year.