Company Profile

Company Overview

Litman Gregory was founded in 1987 with the mission to provide excellence in investment management based upon a foundation of rigorous research, discipline and personal service. Since its founding, the company has earned a national reputation as a leader in mutual fund research, innovation and personal service to clients.

While a core business of the company remains investment management primarily using no-load mutual funds, Litman/Gregory is well-known for Advisor Intelligence, The No-Load Fund Analyst, and as Advisor to the LG Masters Funds, each of which is driven by the same fundamental research. The Advisor Intelligence website leverages the expertise and research access of the Litman Gregory research team to bring its research and information to other advisors and is growing quickly.

The LG Masters Funds' strategy is to engage a number of proven managers as sub-advisors for each fund and give the managers a mandate to invest in a limited number of their favorite stock picks at any point in time.

The No-Load Fund Analyst is one of the premier mutual fund newsletters in the country and has garnered accolades in the industry press.

With all of our other achievements, we are perhaps most proud of the people we have working here. With a staff of fifty-four in two Bay Area offices, there is an atmosphere that is warm, friendly and professional.