Plan your life.
Build your wealth.
Protect your loved ones.

Without compromising your values.

Services & Solutions

  1. Family Office Style Diversification for Individual & Families
  2. Trust & Estate Plan Strategies
  3. Tax Benefits of Alternative Investment Strategies
  4. Outsourced Chief Investment Officer Model (OCIO)
  5. Due-Diligence and Risk Management Reviews
  6. Retirement & Education Planning
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Andalus Capital empowers individuals, small businesses and community organizations to apply the tools of professional investors in line with their own ethical values.

We provide customized, sophisticated investment management and financial advice.

Customized because your investment portfolio will be managed with an understanding of your specific financial circumstances.
Sophisticated because we go well beyond the traditional stock-bond-cash allocation and consider a variety of asset classes and strategies.
We also emphasize Risk Management and a conservative, long-term value approach.


Fiduciary Responsibility and Independent Advice


We operate independently


We put our client’s needs first


We do not accept commissions, soft dollars, 12(b)(1) fees, or other forms of third-party payments


We have no agenda to promote a particular product or fund manager

Schedule a free
consultation today

Let Andalus Capital help you build your wealth. Consultations are free and can be held over the phone.

Book a free consultation