What We Do: Portfolio Management

CitrinGroup is known for its portfolio management; we are specifically an asset allocation investment advisor. Through our optimization process, we provide portfolio management with complete investment policy and rebalancing services. By design, our portfolios seek to achieve higher returns with lower risk than traditional investment platforms.

Who We Serve: Our Clients

CitrinGroup serves investors seeking total portfolio solutions as well as clients looking for unique, unbiased money management within a series of money managers. Client types include: individuals, institutions, businesses, trusts, non-profits and foundations.

How We Do It: Process-Driven Approach

Consistency in investing is possible through a process-driven approach. With repeatable results as a goal, CitrinGroup utilizes mean-variance optimization as a method of creating the most favorable portfolios with consistently high returns relative to risk. A Nobel Prize-winning theory, CitrinGroup has long used mean-variance optimization as the foundation to its own well-documented, time-tested methodology. By having a process fixed in unemotional security selection and rebalancing tactics, CitrinGroup portfolios do not hinge on the emotions or insight of any one person. CitrinGroup portfolios are managed by the process itself, which is the reason for our continued success.

Why It Matters: True, Academic Asset Allocation

Asset allocation has become a generic term used to describe diversification, an excuse for improper research and a lack of diligence, and a way for investment professionals to put clients into products and forget about them. True, bona fide asset allocation is a lost art. Proper asset allocation is a process, a means of mitigating risk while increasing return, a method of analyzing each and every security in a portfolio, and a strategy for determining rebalancing tactics. Real asset allocation takes hard work, experience, and patience. At CitrinGroup, asset allocation is an unemotional, repeatable process that encompasses our expertise, our product, and our firm.