Broker Check

Tate Asset Management


Tate Asset Management

5531 Cancha de Golf

Suite 105

Rancho Santa Fe, CA 92091


Important Disclaimer Information

Tate Asset Management is a dba of ACAS, LLC, a registered investment advisor.  Please click here for our Form ADV 2A & Privacy Policy Statement.

Please click here for our Client Relationship Summary document. 

The information contained on this website is not intended to be a suggestion or recommendation to buy or sell any security.    

Although ACAS, LLC and Tate Asset Management ("TAM" or "we" or "us") try to provide accurate and timely information through this website, there might be inadvertent technical or factual inaccuracies and typographical errors. We reserve the right to make changes and corrections at any time, without notice. The information provided through this website is provide "as is" and "as available". We do not warrant the accuracy, completeness, or timeliness of the information, text, graphics, links, or other items contained in this website. We provide no guarantee against the possibility of deletion, mis-delivery or failure to store communications, personalized settings, or other data. We expressly disclaim all liability for errors or omissions in, or the misuse or misinterpretation of, any information contained in this website. We may change information contained in this website at any time and make no commitment to update the information contained in this website. You assume the entire risk as to the use of this website.

Further, we make no warranties regarding this website. We and our affiliates and agents (including third party service providers) disclaim all warranties, either express or implied, including but not limited to implied warranties or merchantability, accuracy, fitness for a particular purpose, and non-infringement.

Some States do not allow limitations on how long an implied warranty lasts, so the above limitations might not apply to you. You might have other rights that vary from State to State.

Any material downloaded or otherwise obtained through the use of this website is done at your down discretion and risk and you are solely responsible for any damage to your computer or other electronic system or loss of data that results from the download of any such material. No advice or information, whether oral or written, obtained by you from TAM or through or from this website will create any warranty.


By using this website, you agree to indemnify and hold TAM and its affiliates, agents, employees, and licensors (including the third party service providers) harmless from any claim, demand, loss, cost, or expense, including attorneys' fees, made by any person arising out of your use of this website, your violation of Federal or State securities laws or regulations, or your violation of any other person's rights, including but not limited to infringement of any copyright or violation of any proprietary or privacy right.By using this website, you agree that under no circumstances, including but not limited to a negligent act, will TAM or its affiliates, agent, employees, or licensors (including third party service providers) be liable for any damages of any kind that result from the use of, or the inability to use, this website, even if such party has been advised of the possibility of such damages. Applicable law might not allow the limitation or exclusion of liability or incidental or consequential damages, so the above limitation or exclusion might not apply to you.

By using this website, you agree that in no event will TAM or its third party service providers be liable to you or any third party for any tort, contract, or any other liability arising in connection with the use of this website, or reliance on any information or services provided by TAM. 

TAM and its third party service providers will under no circumstances be liable to you and/or any third party, regardless of the form of action, for any loss of profits, goodwill, use, data, or other intangible losses, or any direct, indirect, special, consequential, incidental, or punitive damages whatsoever, even if TAM or its third party service providers has been advised of the possibility of such damages, resulting from: (i) the use or the inability to use this website; (ii) the timeliness, deletion, mis-delivery, or failure to store any user data, communications, or personalization settings; (iii) the cost of getting substitute goods and services resulting from any products, data, information, or services purchased or obtained or messages received or transactions entered into, through, or from this website; (iv) unauthorized access to or alteration of your transmissions or data; (v) statements or conduct of anyone on this website; (vi) the use, inability to use, unauthorized use, performance or non-performance of any third party, even if the third party have been advised previously of the possibility of such damages; or (vii) any other matter relating to this website. 

By using this website, you agree that you will not in any way hold TAM responsible for any selection or retention of, or the acts or omissions of, third parties (including third party service providers) in connection with this website.Because some States prohibit the limitation of liability for consequential or incidental damages, in such states the limitation of liability only with respect to consequential or incidental damages] may not apply to you, and the respective liability of TAM and its third party service providers, employees, distributors and agents is limited to the greatest extent allowable under applicable law in those states.

In the event that a court or arbitration panel, as the case may be, should hold that the limitations of liabilities or remedies available as set forth in this Disclaimer, or any portions thereof, are unenforceable for any reason, then by use of this website you expressly agree that under no circumstances will the total, aggregate liability of TAM and its third party service providers, employees, distributors, agents or affiliates, to you or any party claiming by or through you for any cause whatsoever exceed $100 (U.S.), regardless of the form of action and whether in contract, statute, tort or otherwise.


Electronic (including wired and wireless) communications through this website might not be encrypted. You acknowledge that there is a risk that data, including e-mail, electronic and wireless communications and personal data, may be accessed by unauthorized third parties when communicated between you and TAM or between you and other parties.