CitrinGroup is dedicated to helping investors plan, implement and achieve their goals by delivering unbiased investment advice and excellent service to every client.

CitrinGroup advises high net worth individuals and institutions on financial and investment issues such as: asset allocation, mean-variance optimization, portfolio selection, succession planning, estate reduction, and financial planning.  CitrinGroup invests client assets in appropriate vehicles, including: stocks, bonds, mutual funds, hedge funds, and alternative investments.

In addition to working with high net worth individuals and Institutions, CitrinGroup provides a clear and simple investor-driven platform for small and mid-sized clients.  Through its services, CitrinGroup affords the smaller client the same institutional style of asset allocation and financial planning normally only utilized by very large portfolio investors.

At CitrinGroup, every client’s goal is important.