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Singular Focus: Portfolio Management

CitrinGroup is an investment advisory firm specializing in portfolio management. Our ultimate goal is simple: Manage predictability through process.

 

Who We Serve: Our Clients

CitrinGroup provides portfolio management to high-net-worth individuals, institutions, businesses, trusts and non-profits worldwide. In its role as portfolio manager, CitrinGroup also serves as a sub-advisor — investing assets for other industry firms throughout the United States. 

 

Our Mission

Change what people expect of an investment advisor. 

 

Our Values

  • Lust for Perfection
  • Process Driven with No Exceptions
  • The Courage Not to Conform
  •  A Focus on What Matters