The Litman Gregory Companies

Litman Gregory is driven by its commitment to doing what we believe is in the long-term best interest of each of our clients. We provide asset management, manager selection, and asset allocation services for individuals, endowments, foundations, and investment professionals. Litman Gregory, co-founded in 1987 by Ken Gregory and Craig Litman, is based in the San Francisco Bay Area with offices in Larkspur, Orinda, Palo Alto, and San Francisco. We manage over $9.85 billion in assets (as of June 30, 20152) and have more than 50 employees, and 13 principals. Since its founding, Litman Gregory Asset Management has provided investment advisory services with a commitment to excellent client service to high-net-worth individuals, endowments, and foundations. In 2008, Litman Gregory Asset Management, LLC was awarded the Schwab IMPACT® Best-in-Business Award1 for excellence in financial advising (watch the video). We also advise the Litman Gregory Masters Funds, provide Litman Gregory Portfolio Strategies on turnkey asset management platforms, and publish investment research for other investment advisors through AdvisorIntelligence.

Address: 100 Larkspur Landing Circle, Suite 204, Larkspur, CA 94939, USA

Phone: +1 415 461 8999
FAX: +1 415 461 9099