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Litman Gregory Asset Management Overview
Type
Family Office - Multi
Year Founded
1987
General Information
Litman Gregory Asset Management is a multi-family office headquartered in Larkspur, United States. Founded in 1987 by investment professionals Craig Litman and Ken Gregory, the firm traces its wealth origin to their investment research and asset-management expertise. It provides discretionary portfolio management, comprehensive financial planning, and outsourced CIO services to high-net-worth families, nonprofits, and select advisors—delivering evidence-based allocation strategies and disciplined long-term stewardship.
Contact Information
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
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