Litman Gregory Asset Management

Firm Overview

Established in 1987, Litman Gregory Asset Management has developed a national reputation for money manager due diligence and global tactical asset allocation. In addition to its turn-key portfolios for financial advisors, the firm offers independent investment advisory services for private clients, proprietary mutual funds, and research publishing. Litman Gregory has been a strategist with FTJ FundChoice since the launch of the Strategist Platform in 2004. The portfolios are managed in accordance with Litman Gregory philosophy that intensive research and a disciplined process are critical to success. Litman Gregory seeks to add value through tactical asset allocation founded on extensive economic scenario analysis and forward-looking fundamental assessments of asset classes, as well as through proprietary due diligence designed to identify premier investment talent from a variety of independent firms.