Founded in 2003, Michigan-based CitrinGroup specializes in portfolio management and advises clients on investment planning and wealth management. Since its inception, CitrinGroup has built three portfolio groups -- conservative, moderate and aggressive -- based on its unique optimization process. Rooted in statistical analysis and historical data, these investment groups allow the ability to achieve higher returns with lower risk than traditional investment platforms.
DISCLOSURES: CitrinGroup is an investment advisor registered with the SEC (notice filing in the States of MI and TX). CitrinGroup does not offer tax or legal advice. Past performance is not a guarantee of future results.
Specialties
Mindful Investing, Wealth Management
