Professional Portfolio Management

Managing Your Clients Investment Accounts

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Experience

Our managers have 60+ cumulative years in the industry. We have been running our discretionary portfolio for the last 20+ years. Before going independent in 2012, we were senior portfolio managers at Merrill Lynch.

Security

We are a RIA registered with the SEC. Our assets our custodied with Charles Schwab. Main office in Los Angeles with satellite offices in Arizona and New York.

Trust

Currently we manage over $300 million for our clients and $15 Million for 3rd party advisors. We have handled accounts for other advisors for over the past 10 years. Internally at Merrill Lynch and now as a 3rd party RIA.

Portfolio Management Style

Our management style allows us to get your clients the highest rate of return with the least amount of risk.  When your clients are invested in our strategy over a period of time, they successfully build their long-term wealth while protecting their principal.
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  • MODERN PORTFOLIO THEORY Low risk maximum returns
  • ASSET ALLOCATION The portfolio is allocated between our equity and fixed income portfolios
  • EQUITY PORTFOLIO Top down asset allocation approach generally using large cap stocks
  • FIXED INCOME PORTFOLIO Short term investable grade bonds
  • PERFORMANCE HISTORY Over the last 15 years our balanced portfolio has outperformed the SPY with less risk net of fees

A Better Management for Your Investment Accounts

Fees

  • Considerably cheaper than other 3rd party managers
  • Annual fee of 40 basis points, billed quarterly
  • We bill for our portion of the fees directly from the account.
  • You bill your fee on top of ours

Communication

  • Confirmation letter and portfolio snapshot upon inception
  • Performance reporting
  • Trade confirmations

Access

  • Access to money managers via phone and email
  • Available to meet with your prospects to help you close

How Our Relationship Works

Your Responsibility

– Provide us with your clients investment profile.
– That includes their assett allocation, tax rate, and type of bonds (Corp or Muni).
– Notify your clients of the equity trades as you see fit.

Our Responsibility

– Invest in accordance with your clients’ investment profile.
– Reinvest in accordance with your clients’ asset allocation (weekly).
– Notify you of equity trades via email. Fixed is not worth the trouble.

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Sitrin Capital is your steward in the investment realm. We respect your clients investment accounts. 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 managing your clients investment accounts.

2029 Century Park East Suite 550

Los Angeles CA 90067

PHONE

(424) 777-4400

FAX

(424) 777-4401