Our Strategy
Our investment strategy 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.
Top Down Investing
- Asset Allocation
- Diversification
Active Management and Rebalancing
Portfolio Managers
Marcus Sitrin
Efren Bolisay
Ryan Sitrin
Scott Sitrin
Sitrin Capital Management actively manages multiple balanced portfolios comprised of US Large Cap Stocks and short-term investable grade bonds. The only difference between the portfolios is the asset allocation between the equity and fixed portions. The allocation is determined by your client’s risk tolerance. We manage 100% equity portfolios upon request.
Portfolio Performance
All composite returns listed here. For more information or questions please contact us directly.
| Portfolio (Equity/Fixed) | Since Inception* | Benchmark |
|---|---|---|
| 70/30 Composite Net of 1% Fee | 10.48% | 9.05% |
| 60/40 Composite Net of 1% Fee | 9.33% | 8.08% |
| 50/50 Composite Net of 1% Fee | 8.10% | 7.11% |
| 40/60 Composite Net of 1% Fee | 7.00% | 6.12% |
| 30/70 Composite Net of 1% Fee | 5.68% | 5.13% |
*Inception is for a partial year beginning April 1, 2012, to year-end 2019. Sitrin Capital Management claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented this report in compliance with the GIPS standards. Sitrin Capital Management has not been independently verified.
Management Fee
Sub-Advisor & Separately Managed Account Services Annual Fee Rate
- Up to $10,000,000 Under Sub Advisory Relationship 0.62%
- Over $10,000,000 Under Sub Advisory Relationship 0.50%
Minimum Account Size $300,000
*Note the portfolio performance shown is with a fee of 1%*