Sitrin Capital Management, LLC

Sitrin Capital Management, LLC is an independent registered investment adviser established in 2012 and based in Century City, CA. The firm offers asset management, financial planning, and consulting services, focusing on comprehensive portfolio management. Clients can expect individualized investment advice with the opportunity to place reasonable restrictions on investments. The firm's annual fee is prorated and charged quarterly, not exceeding 2.0% of total assets under management. SCM manages $326,209,143 on a discretionary basis as of December 31, 2024. The minimum account balance for their services is $300,000, which may be waived at the firm's discretion. Investment strategies include top-down analysis, tracking the S&P 500 index, and investing in individual equities, fixed income, and ETFs. SCM does not provide performance-based fees and exercises investment discretion over client accounts. The firm votes client proxies and does not require prepayment of fees exceeding $1,200 or custody of client funds. Clients receive quarterly account statements directly from custodians. SCM has not been involved in any legal or disciplinary events, acting as a fiduciary with a duty to act in the best interest of clients at all times.