Our investment advisors are dedicated to helping you reach your financial goals. As an independent firm, CitrinGroup is not under any pressure to push products and services that do not directly benefit you, the client.

Investment Services Offered

Portfolio Management – CitrinGroup utilizes investment strategies including Asset Allocation and Mean-Variance Optimization to advise a range of clients that include institutions, non-profit organizations, corporations, trusts, and individuals.

Financial Planning – CitrinGroup provides holistic financial planning services. A comprehensive financial plan analyzes such areas as Retirement Planning, College Funding, Cash Flow and Balance Sheet Breakdown, Estate and Insurance Planning, Investment Allocation, and Emergency Preparation.

Life, Disability, and Long-Term Care Coverage – In acting as an Agent, CitrinGroup recommends and facilitates several types of insurance for its clients, including: traditional life insurance, term life insurance, long-term disability insurance, and long-term care insurance.

Business Retirement Plans – CitrinGroup provides set-up consulting and investment advice on many types of business retirement plans, including: 401k, 403b, 457, SIMPLE IRA, SEP IRA, Pension and Profit-sharing Plans.

Speaking Engagements – Select members of CitrinGroup staff are experienced and available to speak or administer seminars on a variety of financial topics.

CitrinGroup Environment

The following aspects of the CitrinGroup environment enable our investment advisors to give the best service possible:

• The latest computing and communication technology.
• Various business and advice driven insurance policies.
• Account protection provided by the custodian.
• An established relationship with a custodian, providing monthly client statements, holding client assets and facilitating trades in all client accounts.
• Comprehensive and standardized performance reporting.
• Access to a dedicated support staff.