Annandale helps clients achieve their investment goals by recommending ways to distribute their investments across different asset classes, selecting fund managers in each class to manage those investments, analyzing risk with the goal of protecting their portfolios against heavy losses, and offering overall advice regarding which investment solutions work well for our clients given their need for liquidity. As part of providing investment management services, Annandale also provides performance reporting to clients.

Customized Portfolios
We customize client portfolios and strive to meet annual return targets consistent with our clients’ risk tolerance, time horizon, liquidity needs and other relevant factors. Given our heavy research focus, we tend to avoid static asset allocation templates and generic portfolio construction.

Multiple Asset Class Offering
Annandale’s business is focused on offering multiple managers in varying asset classes. We focus on fixed income, equities, hedge funds, private equity, commodities, and real estate across both domestic and overseas markets. Whether a client is looking to diversify across several asset classes or simply needs assistance with a specific asset class, Annandale can tailor its services to accommodate the need.

Finding and Retaining Capable Money Managers
Annandale is dedicated to performing manager selection across numerous asset classes. Through our capabilities and sources, Annandale reviews available alternative managers for our clients, which represent thousands of options across dozens of asset classes and sub-asset classes. Annandale’s investment team performs robust qualitative and quantitative due diligence across both operational and investment areas in order to review, analyze, and recommend investment managers to our clients.

Risk Management
Due to Annandale’s capital protection focus, we view risk management as an important part of the investment process. In addition to initially running risk metrics on the portfolio, we provide active ongoing risk assessment to support strategic and tactical asset allocation changes as conditions dictate.

Independent Advice
We at Annandale strive to provide objective, unbiased advice. We have structured our business so as not to receive compensation for recommending certain investment solutions over others. We do not accept referral fees from investment managers or service firms that we recommend. Annandale’s only source of revenue is its investment advisory fees paid by its clients. By refusing referral fees, Annandale is free to focus its energy and attention on securing the most appropriate investment alternatives for each client. In selecting Annandale as a financial counselor, a client has the opportunity to receive more objective advice than that of firms with the myriad of conflicts of interest that plague the investment industry.

Detailed Performance Reporting
Annandale is committed to performance reporting that is thorough, understandable, reader friendly, and timely. In addition to providing historical performance reporting, Annandale also sends out broader economic commentaries that focus on the capital markets and our current investment strategies. We have found that empowering our clients with knowledge provides a more informed foundation for our clients to engage in mutually beneficial market and portfolio conversations.