Harness Litman/Gregory’s extensive experience in portfolio construction, tactical asset allocation, and investment selection by utilizing Litman/Gregory Managed Portfolios in your practice.

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Managed Portfolios*
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Litman/Gregory Asset Management, LLC ("Litman/Gregory") provides advisors with an opportunity to manage client accounts according to our investment strategies with Litman/Gregory Managed Portfolios.

Litman/Gregory Managed Portfolios are automatically rebalanced portfolios delivered through turn-key asset management platforms. Each portfolio is a diversified selection of managers or indexes, weighted to provide a specific asset-class exposure. The asset allocation for each portfolio is carefully designed to match a designated risk tolerance. Advisors match each client account to a suitable managed portfolio through a risk questionnaire and client interview.

Litman/Gregory Managed Portfolios deliver the consistency and discipline of Litman/Gregory’s investment management process. To learn how Litman/Gregory Managed Portfolios work, click here.