CITRINE & GOLD LLC

Overview

Citrine & Gold LLC is a small, owner-operated independent registered investment adviser that serves individual and family clients and some small-business portfolios. The firm combines financial planning and discretionary portfolio management with insurance brokerage and a practice of selecting other advisers when clients require capabilities outside the firm’s scope. Pricing is flexible: clients may be charged a percentage of assets under management, hourly fees, or fixed fees depending on the engagement. On the investment side, Citrine & Gold leans heavily on pooled public funds—mutual funds and similar vehicles—for core exposure. The firm also acts as a capital allocator into third-party alternative managers, principally in real estate, to complement the mutual-fund holdings. Citrine & Gold does not position itself as an ESG-focused manager and is not structured as a multistate or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices