Leveraging Disruptive Technologies For The Benefit Of Clients
Tannin Capital, LLC is an investment advisory firm in Charlotte, NC dedicated to serving clients all over the United States and the world. Tannin's platform has the technology, connectivity and proprietary analytics to help manage portfolios, sectors, and individual securities within the context of your balance sheet with institutional execution in real time.
- Tax-Efficiency & Community Impact ™
- Tannin’s Focus on Solving for Excellence For the Benefit of Our Clients: Unless client “problems” are being solved in a superior way, then they are paying for commoditized products and are merely a number. With experience and keen focus on tax-exempt and taxable assets, Tannin implements a dynamic investment management process utilizing proven proprietary, client specific, tax option valuation models.
- Tannin Capital utilizes TECI ™ proprietary technology and its customized strategic portfolio management process that is implemented within a disciplined investment and risk management framework to employ proven proprietary tax option valuation models for each client.
Preserve | Strengthen | Grow ™