Bloomfield Hills / Michigan / United States
The advisor listed is an Ameriprise financial advisor in Farmington Hills. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. At CitrinGroup, we believe that the role of a financial advisor is to be a leader, guiding clients as they pursue their goals. We strive to be leaders for our clients, who look to us to provide recommendations and strategies that can put them on a path to financial confidence. We are focused on delivering personalized advice and service to help our clients manage their portfolios and financial guidance to ensure they stay on track to achieving their goals. We offer an investment philosophy and process, as well as a tailored approach to financial planning. Our investment philosophy holds that, in the face of the unpredictability of global economic conditions, we must be disciplined in pursuing a diversified asset allocation strategy suited to each clients objectives, time horizon, and risk tolerance. Our portfolio design process aims to mitigate volatility and risk, and provide potential to enhance returns. This process, which has been developed through dedicated of research and industry experience, is rooted in an understanding of financial theory, market fundamentals, and behavioral finance. Through the high and low tides in the market, we remain anchored to our philosophy and process, consistently adhering to this approach. We aim to embody leadership in all that we do. Being a financial advisor is, for us, both a great honor and a great responsibility. Our clients look to us to help them plan for their futures and we work tirelessly to empower them to pursue their goals.
