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Kathlyne Kiaie Email
Director - Chief Compliance Officer . Litman Gregory
Walnut Creek, CA
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Employees:
40Revenue:
$6.7MAbout
Litman Gregory is a nationally recognized boutique wealth management firm helping families, individuals, endowments, foundations, and nonprofits plan for and reach their financial goals. We believe your peace of mind comes from working with a team obsessed with your financial success. We do this by combining our investing and planning expertise, intellectual honesty, and commitment to clients. Our senior team of advisors spend a significant amount of time understanding your personal situation and goals, and work with our dedicated in-house investment research team, to craft a strategy to manage your wealth. The Litman Gregory companies are driven by our commitment to in-depth, independent research of investment managers and asset classes. Our advisory business has served high-net-worth individuals and nonprofits since 1987. We are also the advisors to the PartnerSelect Funds, provide globally diversified portfolios on turn-key asset management platforms via the Litman Gregory Portfolio Strategies, and publish investment research for investment professionals through AdvisorIntelligence.com. We’d welcome the opportunity to speak with you about your wealth management needs. Visit www.lgam.com or email us at information@lgam.com to learn more about our approach. DISCLOSURE: LinkedIn posts are intended for information purposes only and do not provide investment, tax, or legal advice. They're not a solicitation, offer, or recommendation to buy/sell a security. Statements and opinions herein are subject to change without notice. Litman Gregory Asset Management, LLC (LGAM) does not make any representation as to the accuracy, timeliness, suitability, or completeness of information from unaffiliated third parties, and takes no responsibility therefore. There's no agreement or understanding that LGAM will provide individual advice to persons in receipt of this posting. Visit adviserinfo.sec.gov or lgam.com for more information.Litman Gregory Address
1676 N. California Blvd.Walnut Creek, CA
United States