Broker Check
Wealth management built around your peace of mind

Wealth management built around your peace of mind

Know where you're going, how we'll get there, and who's looking after you along the way.

WHO'S LOOKING AFTER YOU

The same people, every time you call

Every client works directly with an investment advisor. Nothing is handed off to a call center or a third-party manager.

Marcus Sitrin

Marcus Sitrin

Founder

Efren Bolisay

Efren Bolisay

Investment Advisor

Ryan Sitrin

Ryan Sitrin

Investment Advisor

Scott Sitrin

Scott Sitrin

Investment Advisor

Sitrin Capital was founded in 2012 by Marcus Sitrin, Efren Bolisay and Ryan Sitrin, who had worked together at Merrill Lynch.

MEET THE TEAM →

How it works

Two things worth knowing before we ever talk about markets.

YOUR ACCOUNT

  • Your assets are held at Charles Schwab — a separate, independent custodian.
  • You authorize Sitrin Capital to manage the investments in your account.
  • As a registered investment advisor, we're required to act in your best interest.
  • We handle the day-to-day administration — transfers, distributions, RMDs and paperwork.
  • Our advisory fee is a percentage of the assets we manage.

HOW WE INVEST

  • Portfolios are built and managed in-house — never outsourced to another firm.
  • We invest in US large-cap equities and short-term fixed income.
  • We select the individual securities ourselves rather than buying funds.
  • We monitor portfolios continuously.
  • We rebalance when markets push the mix away from where it should be.

01

It starts with a conversation

Where you are, where you want to be, and what has to happen in between. Before anything is invested we want the whole picture — your goals, your timeline, and what you're actually worried about.

02

We build your portfolio around it

What we learned sets the mix — how much sits in equities and how much in fixed income, from conservative to growth-weighted. Then we explain it in plain language, so you know what you own and why.

03

We're here as things change

Retirement. An inheritance. Selling a business. Caring for a parent. When your life changes your goals change, and the portfolio changes with them. You'll get a performance report every quarter, and we're easy to reach in between.

Start where we always start — with a conversation.

Tell us what you're working toward. No cost, no obligation.

Schedule a Call

or call (424) 777-4400