General Info

Since 1987, Litman/Gregory Asset Management, LLC has been providing investment advisory services to individuals, family groups, non-profits and institutions. The firm offers services, such as investment consultant and investment manager responsibilities, implement/ adhere to investment policy guidelines, performance benchmarks and many more. It caters to a variety of institutional clients, such as public and private foundations, endowments, non-profit corporations, charitable donor-advised funds, as well as corporate pension and commingled retirement plans. Schwab Institutional honored Litman/Gregory Asset Management with the 2008 Best-in-Business Award for excellence in independent financial advising.