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 Lynch'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.
After Merrill Lynch was acquired by Bank of America in 2009, Chris invited a select group of his top clients to join him as he left the warehouse 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 nearly two decades of experience, through several 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.
As a fee-only advisory firm, Tate Asset Management serves as a fiduciary for their clients. This means that the firm serves as an advocate for clients, and does not accept compensation from any product, brokerage firm, mutual fund company, or insurance company. 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*, and individual stocks.
Tate Asset Management specializes in financial planning, 401k advice, retirement planning, portfolio management, and can assist with arranging asset-based lending. Services are offered as either hourly, asset-based rates, fixed annual rate, or by the project.
*Mutual Funds and Exchange Traded Funds (ETFs) are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.