Through a concentrated focus on risk
management and absolute return orientation, our firm’s
philosophy is to provide excellence in capital allocation,
manager selection and comprehensive reporting through rigorous
research and customization of accounts, to advance each client’s
distinct investment objectives. Our alignment with clients,
integrity, trust, quality of service and intellectual excellence
place Annandale in the forefront of customized investment
advisory firms.
Alignment
We are aligned with our clients. Our firm’s
principals often invest in the same asset classes and investment
managers as our clients, creating alignment between our firm’s
interests and our clients’ interests. We both make firm
recommendations and stand behind them.
Integrity
At Annandale Capital we strive to provide objective, conflict-free,
unbiased advice. We have no internally developed products
to offer and we do not accept any form of compensation from
investment managers or service firms that we recommend.
Annandale focuses its energy
and attention on securing the optimal investment alternatives
for each client.
This focus furthers the alignment with our clients and protects
the client’s peace of mind and the integrity of the
investment process. In selecting Annandale as a central, trusted
financial advisor, a client secures the opportunity to maximize
investment outcomes from both a risk and return standpoint.
Trust
Client confidentiality is of the utmost importance to the
firm. Accordingly, Annandale will not disclose client identities,
relationships or any other client information without either
(1) client consent or (2) legal compulsion. Annandale clients
may rest assured that their identities and sensitive financial
information are carefully preserved from outside review.
Excellence
Academic research consistently holds that over 90% of investment
returns derive from the asset allocation process. Annandale
believes the unquestionable conclusion is that time and resources
are best brought to bear on the question of asset allocation.
Annandale provides:
• Appropriate asset allocation though extensive
research and analytics
• Highly quantitative asset
allocation strategy that is truly differentiated
• Alpha and absolute return
orientation
• Outstanding external money
managers across asset classes
• Direct investments with
managers, offering total transparency
• A diversified portfolio
of differentiated managers
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