Mission Statement

CitrinGroup’s Investment Advisory Board reviews and advises the firm on all matters relating to investments and reporting. As an entity, we seek to discuss and evaluate our current portfolios and practices, and develop new strategies and policies when necessary to better the services and advice provided to our clients.

Meeting Frequency

CitrinGroup’s Investment Advisory Board meets quarterly, with more frequent meetings when necessary. Standing agenda items include Portfolio Asset Allocation Review, Portfolio Composite Return and Statistical Evaluation.

Board Members

Members of CitrinGroup's Investment Advisory Board are selected based on both experience and view-point. It is the intent of the Board to have strong members that are versed in financial matters and those that bring an untainted, pure view.