Bringing Institutional Investment Strategies to High-Net-Worth Clients [Video]

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Clay Young, CEO of Tannin Capital LLC, shared insights on how his firm bridges the gap between institutional investment strategies and high-net-worth clients. Speaking at the 2024 Nitrogen Fearless Investing Summit, Young highlighted Tannin Capital’s commitment to capital preservation, portfolio strength, and growth through separately managed accounts (SMAs). He emphasized the role of cutting-edge technology in delivering risk-adjusted, after-tax returns across multiple custodial platforms. Young also discussed the importance of supporting financial advisors and RIAs with tailored investment solutions that differentiate their offerings in an evolving market landscape.