Are we right for you? | How we help you

Are our services right for you?
Annandale Capital is committed to advancing each client’s distinct investment objectives through quantitative asset allocation, manager selection, risk analytics and comprehensive investment counsel and management. We customize each client’s investment portfolio, actively manage the portfolio to meet the client’s annual return targets and provide comprehensive reporting. Our firm’s typical minimum account size is $5,000,000.

Select services we deliver to our clients:
In addition to our primary services, Annandale provides sophisticated investment advice for our clients in the following areas:
• Consolidated portfolio analysis
• Manager Discovery Methodology
• Cash Management
• Custom Manager Analysis
• Comprehensive performance reporting including alternatives