4 Orinda Way
Suite 200-D
Orinda, CA 94563
Google Maps
Contact
Main Phone: 925-254-8999
Web Site:
https://lgam.com/
Mutual Fund Brand(s)
PartnerSelect Funds
Research Links
SEC Fund Filings by CIK
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Background:
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Litman Gregory's mutual fund family, the Litman Gregory Masters Funds, is scheduled to rebrand as the PartnerSelect Funds on July 31, 2020.
Ken Gregory and Craig Litman co-founded their eponymous wealth management firm in 1987, in the San Francisco Bay Area.
Litman Gregory's first mutual fund debuted at the end of 1996. The firm offers a subadvised, multi-manager mutual fund family, with each manager instructed to run a focused, high-conviction sub-portfolio (of no more than 15 stocks). Litman Gregory Fund Advisors handles selection of, due diligence on, and coordination with the subadvisors.
Other parts of the Litman Gregory Family include Litman Gregory Asset Management (which does wealth management work and offers the Litman Gregory Portfolio Strategies through TAMPs) and Litman Gregory Analytics (which publishes an online investment research service, AdvisorIntelligence, for advisors).
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Sponsored Opportunities
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Key People:
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Craig Litman
Co-Founding Principal, LITMAN/GREGORY ASSET MANAGEMENT, LLC | Kenneth Gregory
President, Litman Gregory & Company | Christopher Wheaton
Partner, Litman Gregory & Company | John M. Coughlan
Chief Compliance Officer, Litman Gregory & Company | Gretchen Hollstein
Senior Advisor, Principal, Litman Gregory Asset Management | Alice Lowenstein
Managing Director, Litman Gregory Asset Management | Scott Jones
Director Institutional Relationships, Litman Gregory - Masters' Select Funds | Jack Chee
Senior Research Analyst, Principal, Litman Gregory & Company | Craig Keller
Senior Advisor, Principal, Litman Gregory & Company | John Baxman
Senior Advisor, Principal, Litman Gregory & Company | Meredith Etherington
Senior Advisor, Litman Gregory & Company | Steve Savage
CEO, Managing Principal, Litman Gregory Asset Management, LLC |
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