Annandale Capital’s formation arose from its founders’ recognition of the challenges that high net worth individuals, family offices, and institutions often experience when trying to construct broadly diversified global portfolios. Even large, sophisticated institutions find it challenging to access sufficient investment options across both traditional and alternative asset classes while maintaining adequate liquidity.

Annandale provides this opportunity to its clients and offers investment advice to help clients build a customized portfolio that fits their investment needs. Utilizing capital allocation strategies and a combination of investment alternatives, including equities, fixed income, hedge funds, private equity, commodities, and real estate, Annandale provides a diversified set of investment options for its clients.