Chris Tate
Managing Partner-ACAS LLC and President at Tate Asset Management
- Role
- President at Tate Asset Management
- Location
- Rancho Santa Fe, CA, US
- LinkedIn followers
- 500 followers
About Chris Tate
Chris began his career at Merrill Lynch\'s Private Client Group in La Jolla, California, where he provided high net worth clients and institutions with a wide variety of services, from tax-efficient portfolio management, stock option valuation and modeling, life insurance consulting, asset-based lending, mortgages, and comprehensive financial planning and forecasting. While at Merrill Lynch, Chris was awarded Merrill Lynch\'s Certified Financial Manager (CFM) designation, as well as Merrill\'s Wealth Management Advisor (WMA) designation. After only four years at Merrill Lynch, Chris was named Assistant Vice President at only 34 years old. By age 37, Chris was named a Vice President of Merrill Lynch. Shortly after Bank of America’s acquisition of Merrill Lynch in 2009, Chris invited a select group of his top clients to join him as he left the wire house world of Merrill Lynch, and founded Tate Asset Management, a fee-only Financial Advisory firm and Asset Management firm, with the goal of providing world-class service in a much more efficient manner. Armed with over two decades of experience, through many market cycles, Chris helps clients navigate the maze of market turmoil, news-driven volatility, and political noise, to provide clarity, focus and discipline to long-term goals. Tate Asset Management strives to provide clients with a tax-efficient, and fee-efficient return through the use of low-fee or no-fee institutional mutual funds, exchange traded funds, individual stocks, and alternative investments. Tate Asset Management specializes in financial planning, 401k plan design and implementation, retirement planning, education planning, portfolio management, and asset-based lending. Services are offered as either hourly, asset-based rates, fixed annual rate, or by the project.
Experience
President
May 2009 — Present · San Diego, CA, US
Education
The University of Texas at Austin
Certified Financial Planner
2014 — 2015
University of Utah
BA
1996 — 1999
Skills
- Asset Management
- 401k
- Investments
- Investment Strategies
- Alternative Investments
- Asset Allocation
- Mutual Funds
- Wealth Management
- Securities
- Strategic Financial Planning
- Valuation
- Investment Advisory
- Portfolio Management
- Retirement Planning
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