Bringing Institutional Investment Management Capabilities Directly to Clients
Experience, Empathy, Expertise, Ethics & Execution… delivered daily and directly for your separately managed account. What does that mean for your portfolio within the context of your balance sheet?
PRESERVE the natural order and processes through integrity, commitment, consistent communication and fiduciary duty.
STRENGTHEN the structure as a base to build upon through hard work, accountability and client specific dedicated interactions.
GROW confidently through informed sensory perception, effective tailored solutions, reliable outcomes and relationships built on TRUST.
Separately Managed Accounts for institutions, financial professionals and families
Direct institutional & sub-advisory
Managing through the more challenging interest rate, credit and economic environments, Tannin Capital portfolios are well positioned in advance to benefit from the inevitable windows of heightened volatility.
Institutional Investors →Direct access for fiduciaries
Accessing Tannin's platform advisory, direct SMA advisory and sub-advised separately managed accounts. Tannin's culture embraces the responsibility of serving Financial Professionals as fiduciaries with the highest standard of care.
Financial Professionals →Navigating capital markets seeking to achieve after-tax risk-adjusted returns.
PSN Top Guns & Bull & Bear Masters Awards
Q2 2026
Q1 2026
Q4 2025
Q2 2025
Q1 2025
2020–2023
Third party Institutional Due Diligence databases such as PSN Informa and Morningstar are for educational and reference purposes only and any past, present or future award recognition is no assurance that any investment strategy will be successful and does not ensure a profit or guarantee against a loss. Please see our important Disclosures for more information.