Bringing institutional investment strategies to high net worth clients


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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 Nitrogen 2024 Fearless Investing Summit, Young highlighted Tannin Capital's commitment to capital preservation, portfolio strength and growth through separately managed accounts (SMA). He highlighted the role of cutting-edge technology in delivering risk-adjusted after-tax returns across multiple custody 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.



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