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 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 clients.
Live Life To The Fullest
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.