Risk Management
Annandale provides proprietary risk analysis measuring a new client’s current portfolio risk and providing active on-going risk assessment to support strategic and tactical asset allocation changes as conditions dictate.

Comprehensive Asset Class Offering
Annandale’s business is focused on offering multiple managers in a comprehensive set of asset classes. We focus on fixed income, equities, hedge funds, real estate, oil & gas and several forms of private equity. Whether you are looking for a full suite of asset classes for your portfolio or simply need assistance with a specific asset class, we are well positioned to tailor our services to fit your needs.

Independent Advice
At Annandale we strive to provide objective, unbiased advice. We have no internally developed products to sell, and we do not accept any form of compensation from investment managers or service firms that we recommend. Annandale’s only source of compensation is its fee for services from clients. Annandale is thus free to focus its energy and attention on securing the most appropriate investment alternatives for each client. Removal of conflicts furthers alignment of interest between the client and Annandale and protects both the client’s peace of mind and the integrity of the investment process. In selecting Annandale as a central, trusted financial counselor, a client secures the best opportunity to maximize investment outcomes from both a risk and return standpoint.

Custom Portfolios
We customize and actively manage each portfolio and strive to meet annual return targets consistent with our client’s risk tolerance, time horizon and other relevant factors. We avoid static asset allocation templates and generic portfolio construction.

Finding and Retaining Optimal Money Managers
Although asset allocation represents Annandale’s most important service, we are dedicated to performing manager selection across all asset classes with the highest level of competence. Through our capabilities and sources, Annandale reviews all available equity, fixed income, hedge fund, private equity, real estate, oil & gas and other alternative managers for our clients, which represent thousands of alternatives across dozens of asset classes and sub-asset classes.

Annandale has developed a superior proprietary. Annandale’s Investment Advisory Committee consistently applies an exhaustive list of factors and questions to manager examination and analysis to insure that outstanding issues capable of review are thoroughly vetted prior to any selection of managers.

Detailed Performance & Risk Management Reporting
Annandale is committed to reporting that is understandable, reader-friendly, and relevant. We utilize technology, graphics, and relevant data to deliver reports that are flexible, informative, and useful.

Annandale provides:
• Comprehensive historical performance reporting
• Detailed monthly summaries, quarterly newsletters, and yearly reports that focus on the capital markets and our current investment strategy

Annandale’s reporting offers clients a more comprehensive view of their portfolio’s performance and cumulative results

No Referral Fees
Annandale does not accept referral fees or any other form of compensation from investment managers or service firms that we recommend.