Preserve | Strengthen | Grow ™
Bringing Institutional Investment Management Capabilities to Clients.
Vision & Culture: Tannin is passionate about serving our private, family office and institutional clients who share our vision of responsible growth through proven processes, operational expertise, institutional execution, qualified experience and dedication within a privately held firm with the highest ethical standards.
Business Principles: Tannin's business principles, private partnership, and collaborative team structure empower us to manage risk, solve problems and create real value for our institutional, family office and private clients by managing portfolios within the context of their overall balance sheets.
Investment Philosophy: Our goal for each client is tax-efficiently managing portfolios through dynamic economic, credit and interest rate market cycles while preserving capital, strengthening the portfolio for future growth and providing a consistent level of tax-efficient income with risk-adjusted out-performance relative to our peers and benchmarks.
Client Directed Community Impact Initiatives: Tannin's institutional platform targets Impact Investments in communities throughout the U.S. and world. Our trading platform, in both the tax-exempt and taxable municipal bond & agency markets for example, provides the access and execution capabilities to support both your specific Impact initiatives and risk-adjusted performance objectives.
Company Details
- Employees
- 4
- Address
- 1026 Jay St,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://tannin.com
- Keywords
- Institutional Investment Management, Separately Managed Accounts, Trust Company Sub-Advisory, RIA Sub-Advisory, Advanced Proprietary Portfolio Analytics, Family Office Advisory & Sub-Advisory, Private Client Wealth Management, Multi-Custodial Platform, Outside Investment Manager On National Platforms, Institutional Fixed Income Capital Markets, Tax-Exempt and Tax-Efficient Investment Management, Large Cap Value, Large Cap Dividend, Tactical Allocation, Absolute Return, Equity Hedge, Core Equity, Total Return.
- HQ
- Charlotte, North Carolina
Tannin Capital, Llc Questions
Tannin Capital, Llc's website is https://tannin.com
Tannin Capital, Llc's LinkedIn profile is https://www.linkedin.com/company/tannin-capital-llc
Tannin Capital, Llc has
4 employees.
View email and phone details for 4
employees at Tannin Capital, Llc.
Tannin Capital, Llc's industry is
Financial Services
Tannin Capital, Llc's top competitors are
Sprymine Llc,
Global Investment Advisors,
Planvest Financial,
White Pine Capital Partners,
Kalos Management,
Approach Retirement Advisors,
I3,
Berkshire Advisors Inc,
Stewart Wealth Management,
Dolan Capital Advisors, Llc.
Tannin Capital, Llc's categories are Financial Services
