Springdale Capital serves as a financial advisor to a limited number of high net worth families. We work with Clients to establish appropriate investment objectives and create customized portfolios tailored to each Client’s needs. After implementing a suitable investment strategy, we monitor the Clients’ asset allocation, portfolio performance, and investment objectives on an ongoing basis.
Additionally, the firm manages a special situations investment strategy with the objective of generating superior risk-adjusted absolute returns while attempting to avoid permanent loss of capital. Springdale Capital utilizes fundamental research to identify attractive securities and in the absence of compelling opportunities, holds cash.