An Investment Advisory Firm

Helping You Reach Your Investment Goals

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Managing Over $300 Million for More Than 100 Households

1. Meet

It all begins with a conversation about you and your investment goals. Where are you now and where do you want to be?

2. Build

We will take everything we know about you and your investment goals and combine it with our experience to build you a customized portfolio.

3. Monitor

You’ll receive active monitoring, rebalancing, comprehensive performance reporting and periodic meetings along the way.

About Us

Sitrin Capital Portfolio Management was formed in 2012 when we saw an opportunity to better serve our clients through an independent platform.  As a fee-based investment advisory firm, we work closely with our clients to achieve their investment goals using our low-risk value investing strategy.

See Our Story

Our Strategy

Our investment strategy allows us to get our clients the highest rate of return with the least amount of risk.  When clients follow our strategy over a period of time, they successfully build their long-term wealth while protecting their principal.
  • Top Down Investing
  • Assett Allocation
  • High Quality Stocks and Bonds
  • Active Management and Rebalancing

A Better Service for Your Investments

Custom Portfolio Management

Our process allows us to create customized portfolios for each of our clients. Your portfolio will reflect your unique financial needs and desired outcomes.

Experience

With over 60 years of combined experience, we have been successfully guiding our clients’ portfolios through a myriad of market conditions. Our experience has taught us how to minimize risk and maintain our clients’ portfolios on the path to their investment goals.

Results

You’ll benefit from our time-tested, disciplined approach to investing. Our strategy, which reflects a blend of growth and principal preservation, consistently produces highly desirable long-term results.

Access

You’ll appreciate direct access to your portfolio manager, in-person review meetings and exceptionally responsive client service. We are devoted to our clients’ financial success and it shows. Your success is our success.

GET STARTED

Sitrin Capital is your steward in the investment realm. We respect you and your investments. That’s why we’re devoted to delivering excellence in everything that we do. Sitrin Capital’s independent status allows us to truly focus on helping you meet your individual investment goals.

2029 Century Park East Suite 550

Los Angeles CA 90067

PHONE

(424) 777-4400

FAX

(424) 777-4401