CitrinGroup
Founded in 2003, Southfield, Michigan-based CitrinGroup specializes in portfolio management and advises clients on investment planning and wealth management.
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Location:
Southfield, MI, 48076
Phone:
(248) 569-1100
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CitrinGroup What questions should you ask your investment advisor? Are you working with the right person? Does your financial advisor do what it takes for you to be successful? CitrinGroup's CEO, Jonathan Citrin, shares a few key questions to raise in your next discussion with your investment professional.

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Jonathan Citrin, CEO of CitrinGroup, sits down to discuss financial questions every person should ask their financial advisor. From block trading to an essential understanding of math to an up-to-date ...
CitrinGroup

CitrinGroup Jonathan Citrin comments to The Wall Street Journal on advisor conformity and the "paint by numbers" approach foolishly employed by many.

blogs.wsj.com
Jonathan Citrin,founder and CEO of investment adviser CitrinGroup, believes too many advisers take a generic approach to their jobs and aren't asking the right questions. He explains.
Qiana Markham
Qiana Markham
Great post! I really like how you think about approach and customization. Two sets of numbers may look the same, but each client is unique. It seems so simple.
December 1, 2009 at 7:43pm
CitrinGroup

CitrinGroup Jonathan Citrin commented on the use and timeliness of investing in emerging markets for a recent DailyFinance.com article. Is now the right time, how much should one invest, when should investors get out...

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While there's no place like home, sometimes you have to get out of your own backyard — and that includes investing. Impressive growth in emerging economies such as China and India will boost investments ...
CitrinGroup

CitrinGroup CBS MoneyWatch tapped Jonathan Citrin to contribute to an article on Target Allocation Funds. Not in favor of these funds that attempt to "time the markets", CitrinGroup continues to recommend a consistent investment approach that doesn’t jump in and out of sectors or chase returns. Consistency and continuity continu...e to be the mark of a sound investment strategy.

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It's the financial fantasy for a post-crash world: Wouldn't life be grand if you could own one mutual fund that invested in domestic and foreign stocks, bonds, cash, real estate, commodities and currencies, ...
CitrinGroup
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Jonathan Citrin, CEO of CitrinGroup, discusses the artwork on the company walls and why the firm offers a different approach than the bulls and bears typical in many financial offices.
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CitrinGroup Detroiter Online, September 30, 2009

www.citringroup.com
Our teen years are filled with bad decisions based on emotions. Parents stress trying to correct repeated mistakes made over and again by their children. The irony is that these same parents are just as guilty when it comes to their own financial choices. ...
CitrinGroup

CitrinGroup Great day at CitrinGroup. New video coming soon... lots going on in the world of finance too.

September 15, 2009 at 1:47pm
CitrinGroup

CitrinGroup CG has over 240 Facebook fans!! Thanks to everyone. We work hard to provide intellectual, academic investment advice on a level unmatched by mainstream brokerages and wire houses. From all of us, thank you for your support.

August 15, 2009 at 4:26am
Cindy Anderson
Cindy Anderson
I was already a fan!!!
August 18, 2009 at 9:46am
CitrinGroup
CitrinGroup
Thanks Cindy. You were considered part of the CitrinGroup family way before Facebook! Hope you are doing well and look forward to catching up again soon.
August 19, 2009 at 11:26am
CitrinGroup

CitrinGroup Detroit Free Press, August 2, 2009.

www.citringroup.com
Starfish Family Services is a private, nonprofit agency that for 45 years has helped southeast Michigan families break the cycle of poverty. Inkster-based Starfish offers 13 programs aimed at encouraging and supporting families as they develop healthy and productive lifestyles.
Joel Ungar
Joel Ungar
Great article Jon and good work.
August 3, 2009 at 11:19am
Tom Nixon
Tom Nixon
Very good work, JC. Keep it up!
August 3, 2009 at 12:41pm
CitrinGroup
CitrinGroup
Thanks to all!! It is an amazing agency and a passion of mine. So glad Starfish's mission is getting well deserved exposure.
August 3, 2009 at 7:40pm
CitrinGroup
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One of the most critical elements to keeping you safe when investing is not even a requirement for personal investments. Jonathan Citrin talks about how to create an investment policy statement and why its necessary for investment success.
CitrinGroup

CitrinGroup A "bull trap" is an upward moving market that entices bullish investors to get greedy and put money into the markets thinking the trend will continue- then the bottom falls out.

July 21, 2009 at 8:05am
CitrinGroup

CitrinGroup Be sure to sign-up for our newsletter at: http://bit.ly/1ax784. Its quarterly, objective, and certainly free. In today's world, a little extra education goes a long way. Thanks for subscribing!

July 16, 2009 at 6:42am
CitrinGroup
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Jonathan Citrin, CEO of Southfield, Mich.-based CitrinGroup discusses how to assess the risk in your portfolio and explains why return alone is not a good predictor of return on an investment.
CitrinGroup

CitrinGroup Walk into almost any major stock shop or brokerage firm and you will notice signs, large and small, that you are being herded. Even the office décor exhudes this. Typical pictures of bulls and bears try to fool you into believing. How many framed photos of Wall Street and men in grey suits do you need to see before ...realizing you are just a number to them?

At CitrinGroup, we are proud to support local artists as we work to keep our office environment creative.

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Tom Nixon
Tom Nixon
Just another example of a company being different, being cool, being local...being small enough to care about the little things.
June 18, 2009 at 8:22am
CitrinGroup
CitrinGroup
It is incredible what good things come when two such companies work together too!! We are proud to work with
Identity!
June 18, 2009 at 8:27am
Tom Nixon
Tom Nixon
And we, you. As YOUR satisfied client!
June 18, 2009 at 9:20am
CitrinGroup

CitrinGroup Detroit Jewish News, June 11, 2009.

www.citringroup.com
The Financial Planning Association (FPA), based in Denver, Colo., and composed of planners from around the country, points out that choosing a financial planner is as important as selecting a doctor or lawyer.