CitrinGroup was founded in 2003 by Jonathan Citrin in an attempt to remove emotion and product pushing from portfolio construction. Citrin created three portfolios rooted in statistical analysis and historical data, rather than personal intuition. Because of his efforts, the firm continues to grow and be known for its returns and exceptional service.

Having matured through its formative years, the firm is now dedicated to providing service and advice that will literally change what you have come to expect from an investment advisor. CitrinGroup’s passion, the driving force of the firm, is solely that — to exceed all of your expectations.

Our Mission

Change what people expect from an investment advisor.

Our Values

  Lust for Perfection

  Process Driven with No Exceptions

  The Courage Not to Conform

  A Focus on What Matters

Additional Information