Portfolio management for RIAs, financial planners and family offices
You keep the client relationship. We run the portfolios.
We know what a breakaway looks like from the inside, because we are one.
Three of us left Merrill Lynch in 2012 to start Sitrin Capital. We manage money for our own private clients every day, which means we understand what yours expect from you — and what it costs you in time to deliver it.
When we manage portfolios on your behalf, the client relationship stays where it belongs. We handle construction, trading, monitoring and reporting. You spend your time on the work you started your own firm to do.
What changes, and what doesn't
The two questions every advisor asks first.
What we take on
- Portfolio construction, built in-house — never passed to another manager.
- US large-cap equities and short-term fixed income, selected security by security rather than through funds.
- Day-to-day trading and continuous monitoring.
- Rebalancing when markets pull the mix away from target.
- Quarterly performance reporting you can put in front of your clients.
What stays yours
- The client relationship, start to finish.
- Planning, tax coordination, estate work — everything outside the portfolio.
- Your fee schedule and how you present it.
- Your brand on the relationship.
- The ability to end the arrangement whenever you choose.
How it works
Most advisors are managing their first accounts with us inside a few weeks.
01
A conversation
What you manage now, how your clients are currently invested, and which part of it you'd rather not be doing. No pitch deck.
02
Transition at your pace
Accounts custody at Charles Schwab. We coordinate the paperwork and you decide what moves first — most advisors start with a subset rather than the whole book.
03
You stay the advisor
We manage and report; you keep the relationship. When you want to talk through a position or a client's situation, you're talking to the person who made the decision.
Why advisors use us
- We're an RIA, not a platform. We have our own private clients and have since 2012.
- Everything is managed in-house. Nothing is outsourced to a third-party manager or a model marketplace.
- The same team, the whole time. No turnover in who manages the money.
- Assets custody at Charles Schwab — a platform you and your clients already know.
- You talk to decision-makers. We're small enough that the person running the portfolio takes your call.
Let's talk about whether this fits your practice.
A short call — what you manage, what you'd want off your plate, and whether we're a match.
or call (424) 777-4400