Private Clients

Providing Private Clients With Sound Investment Advice

Investment Strategy

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.

Wealth Management

Tannin's Culture embraces the responsibility of serving our Private Clients as fiduciaries with the highest standard of care. Tannin creates custom solutions by integrating sophisticated wealth management capabilities & institutional due diligence and operating expertise for the direct benefit of our Private Clients.

Cash & Lending Solutions

Tannin's multi-custodial platform opens more possibilities for customized cash management & lending solutions, leading to more potential tax-efficiency for our clients.

Live Life To The Fullest

  • Comprehensive Wealth Management
  • Core Investment Management
  • Sophisticated Asset Management
  • Family Office Services
  • Trust Administration
  • Financial Planning
  • Cash Management & Lending Solutions

We Can Help

  • Wealth Management
  • Family Office Services
  • Trust Administration
  • Investment Management

New Horizons

  • Life Planning
  • Goal Planning & Monitoring
  • Retirement Planning
  • Risk Management

Reach New Heights

  • What Do You Want To Do Next?
  • Designing Transitions & Pathways
  • Your New Journey Begins
  • Legacy Impact

Essential Operational Characteristics

Tannin Capital provides fixed income and equity solutions through Separately Managed Accounts (SMAs) which provide the flexibility and customized structure to achieve client goals of capital preservation and maximization of tax-exempt & after-tax income with prudent growth over time. We implement our investment strategies within a disciplined investment process and with an emphasis on risk management. Our goal for each client is tax-efficiently managing portfolios through dynamic credit and interest rate market cycles while preserving capital and providing a consistent level of tax-efficient income with risk-adjusted out-performance relative to our peers and benchmarks.

Tannin seeks and embraces technological advances in the sciences, Big Data, Machine Learning and AI as essential elements of our platform. We invest meaningfully to Preserve, Strengthen and Grow Tannin's Intellectual Capital and proprietary systems that are integral parts of our Edge.

So what really drives Tannin's value and is even more exciting to us?

Our appreciation of the opportunities across Tannin's platform to serve and build relationships with our clients as Humans...Tannin's Beveled Edge...the human artistry of combining each team member's unique sensory perception, empathy and experience with leading technologies in real time, working as a team, to bring actionable insights to light for the direct benefit of our clients.

Clay H. Young, CFA