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Tate Asset Management

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Rancho Santa Fe, California Office
5531 Cancha de Golf Suite 206 Rancho Santa Fe, California 92091

888-500-9267
 

Alternative Investments

Out-of-the-box investment ideas

At Tate Asset Management, we believe that your investment choices should not be limited to just stocks, bonds, mutual funds, and money markets.  Where appropriate, we asset our clients with investments in a wide variety of alternative investments, designed to reduce your portfolio risk, and provide you to exposure investments not usually available to retail investors. 

Benefits of utilizing alternative investments in your portfolio include lower volatility, access to potentially higher returns, and even tax savings.    

Some of the alternative investment strategies we can assist with include:

  • Hedge funds
  • Interval funds
  • Business Development Companies
  • Private equity/non-publicly traded companies
  • Qualified Opportunity Zone funds
  • Institutional Real Estate investments
  • Commercial and industrial real estate products
  • Multi-family Housing
  • Private bond offerings
  • Structured products (which often include downside protection)
  • Market-linked FDIC-insured CDs
  • Infrastructure investment products

We help investors navigate the complicated market for alternatives, by focusing on best-of-breed products.  Due to our status as a Registered Investment Advisor, we’re often able to obtain alternative investments without the normal 5-6% commissions and high fees.  

**Alternative investments are not appropriate for all investors, and are usually only available to investors with a net worth (excluding home equity) of greater than $1,000,000, or consistent annual income of over $200,000.  Most generally offered through a prospectus or a private placement memorandum.  Please read all applicable information and disclosures carefully before investing.