About
At Tate Capital Group, we believe financial freedom is more than just having sufficient resources to cover your living expenses without being reliant on a paycheck. Its about having the freedom to spend more time with those you love, doing the things you love. It allows you to make choices that align with your core values and passions without the constant worry about money.
The TCG method
Discovery
At TCG clients always come first. We sit down to get to know our clients on an individual basis. As you go through the ever changing complexities of life your needs will change over time. It is our goal to best understand those needs and create a financial plan and investment portfolio that is tailored to your individual and family goals. It is TCGs purpose to manage assets in such an efficient and effective way that our clients can spend more time doing the things they love, with the people they love.
Discovery
At TCG clients always come first. We sit down to get to know our clients on an individual basis. As you go through the ever changing complexities of life your needs will change over time. It is our goal to best understand those needs and create a financial plan and investment portfolio that is tailored to your individual and family goals. It is TCGs purpose to manage assets in such an efficient and effective way that our clients can spend more time doing the things they love, with the people they love.
Implementation
Once we have a good understanding of a client’s personal background, income, financial assets, debt, risk tolerance, goals, and dreams in life, we then get hard to work at creating a financial plan to achieve their desires. This is done by working backwards from the goals moving down to the specific rate of return and time horizon needed to achieve them. Once we understand what rate of return is needed, we start constructing a portfolio of different investment instruments designed to achieve that rate of return while minimizing the risk.
Review
Making a plan Is nice but making sure you have someone to keep you on track during times of uncertainty is what sets TCG apart. We ensure we keep a client to advisor ratio that allows us to give each client the time and attention they deserve. We review the financial plan annually along with proactive management of all financial assets to ensure that we stay on track together. This is vital in the client/advisor relationship. Our clients know they can reach us anytime about any issue that keeps them up at night.
Implementation
Once we have a good understanding of a client’s personal background, income, financial assets, debt, risk tolerance, goals, and dreams in life, we then get hard to work at creating a financial plan to achieve their desires. This is done by working backwards from the goals moving down to the specific rate of return and time horizon needed to achieve them. Once we understand what rate of return is needed, we start constructing a portfolio of different investment instruments to achieve that rate of return while minimizing the risk.
Review
Making a plan Is nice but making sure you have someone to keep you on track during times of uncertainty is what sets TCG apart. We ensure we keep a client to advisor ratio that allows us to give each client the time and attention they deserve. We review the financial plan annually along with proactive management of all financial assets to ensure that we stay on track together. This is vital in the client/advisor relationship. Our clients know they can reach us anytime about any issue that keeps them up at night.