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CitrinGroup is unbiased in its efforts to diversify portfolios. We will consider any potential asset, including:
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- U.S. Company Stock
- Non-U.S. Emerging Country Stock
- Commodities
- Corporate Bonds
- Cash (Money Market and Alternatives)
- Micro-Cap Company Stock
- Long-Short Strategies
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- Non-U.S. Developed Country Stock
- International Real Estate Stock
- Currency
- Treasury Bonds
- U.S. Real Estate Company Stock
- Hedge Funds
- Mortgage-Backed Securities
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Security Types
We will use any type of security as long as it is within liquidity and style
drift limitations. Such securities include ETFs, ETNs, Mutual Funds, Derivatives, Hedge Funds, Stocks, Bonds, Money
Markets, Separately Managed Accounts, Preferred Stock, Convertible Securities and others.
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