A complete list of active advisors currently associated with Sitrin Capital Management, LLC

Warmer can help you find a great advisor at Sitrin Capital Management, LLC or one who fits your needs even better.

Sitrin Capital Management, LLC provides comprehensive portfolio management and financial planning to individuals, high‑net‑worth clients, trusts, pension plans, and corporate entities. The firm operates as a six‑adviser team managing roughly $351 million across about 236 client relationships, offering individualized investment advice and ongoing account monitoring. The firm’s investment process is top‑down and closely tracks the S&P 500 to identify leading sectors before selecting what it deems the best companies, with portfolios built largely from individual equities and fixed income and ETFs used selectively for smaller accounts. Sitrin combines fundamental, technical, and cyclical analysis in its decision‑making, conducts at least quarterly portfolio reviews, and generally manages client accounts on a discretionary basis. Distinctive features include a family‑controlled ownership structure (with a significant family trust stake alongside firm principals) and the retention of legacy wrap‑fee program clients despite not offering a current wrap program. The firm relies on Schwab’s institutional platform and third‑party proxy research (Broadridge/Glass Lewis) for execution and proxy voting and does not aggregate purchase or sale orders across client accounts to obtain reduced transaction pricing, practices that differ from many peers.

To learn more about the advisors currently working at Sitrin Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.