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How Annandale Develops Your Customized Investment Plan

Step 1 - Initial Discussion
Annandale meets with the client to discuss financial goals and objectives, income requirements, specific needs and risk tolerance for every aspect of the relationship.

Step 2 - Asset Allocation
Annandale crafts a global investment strategy, formulating for the client diversified individual investments, investment managers and asset classes. Annandale professionals allocate client assets to distinguished investment funds narrowly tailored to satisfy client financial goals and reduce risk.

Annandale scrutinizes specific investments in every asset class to ensure that the client is appropriately invested in every instance.

Step 3 - Investment Policy Statement
Once Annandale determines the client’s financial goals, we outline the agreement reached during client discussions and develop an Investment Policy Statement for each account.

Step 4 – Implementation
This stage involves actual allocation of a client's assets to investment managers. Assets will be placed, in a timely fashion, among managers across various, suitable asset classes.

Step 5 - Reporting
Annandale’s reporting offers clients a comprehensive view of their portfolio’s performance and risks associated with economic events. Our reporting is understandable, reader friendly and relevant. Through technology, graphics, and relevant data we provide reports that are flexible, informative and useful.

Step 6 – Periodic Reviews
Continuous evaluation of portfolios allows Annandale Capital to monitor, assess and realign your asset allocation should conditions warrant change.