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Model Portfolios  

CitrinGroup offers portfolios to suit every investor. All are a result of our intensive unemotional investing process.  They are:

FusionCharts

Moderate-Conservative

A diversified portfolio of alternatives, equities, bonds and cash with a primary goal of preserving capital and a secondary goal of growth.

 
FusionCharts

Moderate

An unbiased, balanced portfolio with equal weight given to growth and relative safety of principal in an effort to maximize returns.

 
FusionCharts

Moderate-Aggressive

An optimal, uncorrelated alternative and equity based portfolio willing to take higher risks in an attempt to achieve higher returns.


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