SOUTHFIELD, Mich., June 30, 2009 — Southfield, Mich.-based CitrinGroup, an investment planning firm specializing in portfolio management, and Southfield-based Maddin, Hauser, Wartell, Roth & Heller, P.C. will hold a complimentary seminar entitled “Foundation Management: How to Make the Most of Investments and Engage Members in Today’s Economy.” The seminar will take place at The Community House in Birmingham, Mich. on Tuesday, July 14 at 7:30 a.m.
Jonathan Citrin, CEO of CitrinGroup, and Ron Sollish, attorney at Maddin Hauser, will host the seminar. The presentation will focus on advising foundation decision-makers on the best money management and operational practices amidst a tough economy.
With an extensive background in education and finance, and as a board member for several local non-profit organizations, Citrin will offer his expertise on investment policy, fund management in a down market and asset allocation.
Currently serving as Chairman of the Michigan Parkinson Foundation, Sollish has served on numerous local boards and has substantial non-profit experience. He will offer insight into operational issues for foundations, including how to engage boards, reduce expenses and continue to carry out foundation missions in a difficult economy.
The workshop is complimentary and breakfast will be provided, however seating is limited. Please RSVP by July 7, 2009 by calling Amanda at 248.258.2333 or email her at [email protected]. The Community House is located at 380 South Bates Street, Birmingham, Mich. 48009. For directions to the community house, click here.
Founded in 2003, Southfield, Mich.-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.
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