The Croitoroo Group

"We provide comprehensive wealth management through a personalized, custom boutique approach, incorporating investment planning, banking and lending to serve our clients across the globe."
About The Croitoroo Group

Welcome

The Croitoroo Group offers over 50 years of combined experience working with institutions, corporations, small business owners, families and high-net-worth individuals. We provide comprehensive wealth management through a personalized, custom boutique approach, incorporating investment planning, banking and lending to serve our clients across the globe. Clients can benefit from this experience whether they seek short-term tactical investment opportunities, a disciplined portfolio management approach or a more comprehensive long-term wealth management strategy. Regardless of time horizon or objective, our team has the flexibility to serve your financial needs.
For our institutional and individual clients, we offer a variety of proprietary equity and fixed income strategies within the J.P. Morgan Wealth Management Portfolio Manager Program. The portfolio management process, structured yet flexible, recognizes that each client needs and deserves a customized investment plan.
For our corporate clients, we build cash management solutions tailored to their' specific liquidity and performance needs. Working closely with a company's CFO and Treasurer, we create a tailored strategy that appropriately serves the client's guidelines concerning duration, creditworthiness and targeted yield. Furthermore, we have experience partnering with corporate clients large and small, local and foreign, public and private, and across a range of industries.

Meet Our Team

Insights

Investing

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?

June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Cybersecurity

Vacation scams? A few simple actions can help protect you

June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Investing

Can today’s market volatility be turned into tax benefits?

June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.
(212) 272-6697