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Tate Asset Management


Tate Asset Management

5531 Cancha de Golf

Suite 206

Rancho Santa Fe, CA 92091


Income Strategies

Where do you turn for income?

With interest rates at record lows, many of our investors come to us seeking current income from their portfolio.  We offer a clients a variety of strategies to generate regular income, often with tax benefits.

Some of the income strategies we utilize include:

  • Market-linked CDs with FDIC insurance
  • Structured products with income enhancing strategies
  • Qualified Dividend Income strategies (taxed at favorable rates)
  • Tax-free Municipal Bond portfolios
  • Real Estate products, which may offer tax advantages such as depreciation.
  • Covered Call strategies* to help enhance portfolio income
  • Private placement bonds

Let us create a custom portfolio for your income needs.  

*Options are not suitable for all investors. There are risks involved in any option strategy. Individuals should not enter into option transactions until they have read and understood the option disclosure document titled "Characteristics and Risks of Standardized Options," which outlines the purposes and risks of option transactions. This booklet is available from your Financial Advisor or at OCC- Characteristics & Risks of Standardized Options. Supporting documentation of claims will be supplied upon request.