Preserve and Grow Your Wealth with our Portfolio Management

Experienced and trusted management that uses a time-tested disciplined approach to investing.

1. Meet

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

2. Build

We will take everything we know about you and your investment goal 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 goal using our low-risk value investing strategy.

0+ Million
Under Management
0+ Households
Being Serviced

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

  • US Based Companies
  • Mostly Large-Cap
Fixed-Bonds

  • Municipal or Corporate
  • Investment Grade

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.

Let Us Help!