BIRMINGHAM, Mich., July 26, 2010—CitrinGroup, an investment advisory firm specializing in portfolio management, announced today that it is moving from its Southfield location to a new office space in Birmingham, Mich., located at 280 N Old Woodward, Suite 206, Birmingham, MI 48009. Jonathan Citrin, Founder, Chief Executive Officer and Chief Compliance Officer of CitrinGroup, made the announcement.
The 1,600-square-foot office space will feature state-of-the-art technology, a large conference room to accommodate client meetings and individual office spaces for the firm’s employees.
“We are thrilled to join the vibrant Birmingham business community,” said Citrin. “The new office space will allow us to accommodate clients more comfortably and work more efficiently. We look forward to inviting our clients to our new space and connecting with local businesses in the area.”
CitrinGroup is schedule to be moved into the new office space by mid-August 2010.
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 four portfolio groups – conservative, moderate, aggressive and non-correlated – 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.