Comprehensive Services

Wealth Management

We embrace our fiduciary role, operating under the highest standard of obligation to clients. We view our business through your eyes, offering advice to help meet a full range of important goals.

Corporate Executives

Most of your time is devoted to the management and growth of a successful business. A busy schedule and the demands of your career can make managing family finances a difficult task. It becomes easy to ignore questions like, “How am I building and preserving my net worth while avoiding excess income, gift or estate tax?” The team at Tate will act as your personal Chief Investment Officer by providing timely advice that’s vital to effective financial decision-making. We work closely with your outside advisors in order to simplify your life, yet ensure that essential steps are not overlooked. We strive to help you avoid undue risk, seek attractive after-tax returns and reduce costs. No matter what the economic or market outlook, we intend to help you prosper.

Services can include:

  • Asset Allocation Studies
  • Investment Policy Review / Development
  • Investment Manager / Fund Search
  • Ongoing Performance Evaluation
  • Portfolio Rebalancing Analysis
  • Cash Flow Projection
  • Bill Payment and Reporting
  • Tax Efficiency Analysis
  • Gifting Analysis / Strategy

Family Office

Wealthy families must protect their assets from the ravages of excessive taxation, inflation and unwarranted investment risk and provide for the legacy of future generations all while educating their heirs to become prudent stewards. Moreover, they seek performance and up-to-the-minute advice on issues affecting their portfolios.

The team at Tate is uniquely positioned to help clients prosper by providing tailored investment services to wealthy families including single, multi- or virtual family offices. Our consultative approach helps families define their objectives and achieve their short-term and multi-generational goals. And we understand the importance of confidentiality and discretion.

Services can include:

  • Family Legacy Planning
  • Bill Payment and Reporting
  • Asset Allocation Studies
  • Investment Policy Review / Development
  • Investment Manager / Fund Search
  • Ongoing Performance Evaluation
  • Portfolio Rebalancing Analysis
  • Cash Flow Projection
  • Tax Efficiency Analysis
  • Gifting Analysis / Strategy

Portfolio Advisor

Our discretionary risk-based model portfolios are designed to fit your investment goals and busy lifestyle. We help you choose the best portfolio to meet your needs. Our model portfolios provide an efficient way to allocate your investments, whether conservative, aggressive and taxable or tax exempt.

Our portfolios provides access to low cost, transparent and quality portfolios incorporating the tenets of our investment philosophy to ensure your success.

Services can include:

  • Diversified asset allocation
  • Deep dive manager research, selection and monitoring
  • Thoughtful construction with active/passive strategies
  • Strategic rebalancing