iM Global Partner

Operator of an investment management company focused on long-only, global equity and asset allocation. The company uses macroeconomic indicators to make investment decisions and provides investment solutions such as asset management and advisory services for investors, thereby providing clients with tailored asset allocation and a macro, research-driven approach.

Litman Gregory Asset Management, LLC is a privately owned investment manager founded in 1987 and based in Larkspur, California, with an additional office in Orinda. The firm offers a range of services including wealth management, investment research, and mutual fund services, catering to individuals, family groups, non-profit organizations, and institutions. It manages separate client-focused equity, fixed income, and balanced portfolios, investing in public equity and fixed income markets globally. The firm also provides financial planning, tax planning strategies, estate and legacy planning, and risk management to enhance clients' financial well-being. Litman Gregory Research, Inc., a subsidiary of Litman Gregory Asset Management, focuses on investment research and due diligence, employing fundamental analysis to assess fund performance and sustainability. It serves retail investors and investment advisors, offering a monthly publication analyzing financial markets and mutual funds.