Although investors might have different beliefs regarding the specifics of what makes their long-term investment portfolios successful, most would agree that achieving their financial goals is a top priority. Along with this, having peace of mind throughout the investment process is a critical, but often overlooked component.

Marcus Sitrin, founding partner of Sitrin Capital, knows the importance of seamlessly guiding clients through the economic and market cycles where volatility can seriously challenge an investment portfolio’s value. For the past forty years, his focus has been on fulfilling his clients’ financial needs and long-term objectives by providing the stability of gradual capital growth with minimal risk.
We are in the business of understanding our clients’ investment goals and helping them achieve them,” Sitrin noted. Working with clients who fit their long-term, conservative and blue-chip approach ensures that Sitrin’s advisors can put their long-established dedication and discipline to work.

Sitrin continued, “We do a preliminary financial plan to give them an idea of where they are, where they should be when reaching retirement, what rates of return would be suitable and how their portfolio should be aligned to achieve that. We give them a road map.”

Once Sitrin’s firm builds the customized asset mix of equity and fixed income for their clients’ portfolios, they continue to actively manage and rebalance them. They aim to operate with complete transparency toward their clients, affording them monthly statements and quarterly performance reports, as well as discussing their progress and realistic future expectations.

When constructing and managing their client’s portfolios, Sitrin’s management style constantly seeks to attain the most favorable risk/reward tradeoff.  It has been their experience that over time a portfolio with a lower risk profile not only better protects the principal but also offers their clients a higher probability of realizing their financial goals.”

Sitrin sees the resilience of their investment process as proof that they have helped investors attain their investment goals. . Our experience over the 40 + years we have been in business is that sticking with the basics is what gets the job done and that’s what we do. 

For more information, visit: www.sitrincapital.com