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Asset allocation is the process of putting your money into different types of investments to help limit risk.
CitrinGroup utilizes a core-to-satellite investment platform—appropriately allocating client assets into three core investment
categories: Equities (stock ownership in a company), Bonds (of the U.S. Government), and Cash (Money Markets).
CitrinGroup further diversifies its clients’ investments into satellite categories that provide additional diversification and
growth potential. For example, CitrinGroup may allocate client assets among the following:
- U.S. Company Stock
- Non-U.S. Developed Country Stock
- Non-U.S. Emerging Country Stock
- International Real Estate Stock
- Commodities
- Currency
- Corporate Bonds
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- Treasury Bonds
- Cash (Money Market and Alternatives)
- U.S. Real Estate Company Stock
- Micro-Cap Company Stock
- Hedge Funds
- Long-Short Strategies
- Mortgage-Backed Securities
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