Professional Portfolio Management
Managing Your Clients Investment Accounts
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.
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
- 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
- Confirmation letter and portfolio snapshot upon inception
- Performance reporting
- Trade confirmations
- Access to money managers via phone and email
- Available to meet with your prospects to help you close
How Our Relationship Works
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.