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 goal using our low-risk value investing strategy.
Meet Our Team
Marcus Sitrin
Efren Bolisay
Ryan Sitrin
Scott Sitrin
Emily Vasile
Gina Bellous
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
Asset Allocation
Diversification
- Active Management and Rebalancing
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| Our Portfolio Composition |
|---|
Equity-Stocks
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Fixed-Bonds
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Allocation is based on your investment profile
A Better Service for Your Investments
Our process allows us to create customized portfolios for each of our clients. Your portfolio will reflect your unique financial needs and desired outcomes.
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 goal.
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.
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.