Litman Gregory & Co

Litman Gregory & Co

  • 4 Orinda Way Ste 200D
  • Orinda, California
  • 94563-2526

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Description

Our team is made up of highly skilled professionals who share our deeply held values of honesty, integrity, commitment to excellence and a passion for our work. We believe extraordinary companies are made up of extraordinary people. We seek out employees who share our core values of expertise, integrity, commitment to excellence and a passion for our work. The result is a team of highly skilled professionals that define Litman/Gregory. Litman/Gregory is a privately owned company. Ownership is shared by 10 partners, including the co-founders, and most employees participate in a profit-sharing plan. Litman/Gregory’s skilled investment research team consists of 10 members focused on asset allocation research, manager due diligence and portfolio construction. The team is led by chief investment officer Jeremy DeGroot, CFA

Fact sheet

Number of employees
15-29

Company contacts

  • Ken Gregory
  • Owner

Products & services

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