WHAT WE DO
We help you establish
and manage a customized
investment portfolio. ENQUIRE
01
Wealth Managmenent
We help people, businesses and institutions build, preserve and manage wealth so they can comfortably pursue their financial goals.
02
Research & Trading
Global institutions, leading hedge funds and industry innovators turn to Tate International for sales, trading and market-making services.
03
Investment Banking
We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments.
A glimpse into
how we approach
financial freedom. OUR APPROACH
ENQUIRE
02. Outlining Your Goals
The first step in any financial plan is to figure out what your current financial situation is. Our advisor will ask you to take stock of all of your assets, including cash, investments, retirement accounts, cars, homes and anything else of financial value.
01. Understand Your Situation
Now that you know where you are financially, you have to think about where you want to be. This means figuring out your financial goals both short-term and long-term. Our advisor will work with you to figure out what your goals are.
03. Analyzing Your Situation
Now that you and our advisor have taken stock of your assets and debts and established goals, it’s time for some serious analysis.
04. Develop and Present a Plan
After the analysis is complete, our financial advisor will put together a plan he or she thinks makes the most sense for you and your family.
05. Implementing the Plan
Now, our advisor will actually take the steps outlined in your plan. He or she will make investments, create accounts and deposit funds as needed.
06. Monitoring and Adjusting
The world changes all the time, and you’ll want your financial plan to adjust as it does. If you employ our financial planner on an ongoing basis as an asset manager, they’ll monitor your portfolio and make changes as needed.