Providing Private Clients With Sound Investment Advice
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.
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
Cash Management & Lending Solutions
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.