Driven By Innovative Thinking
At Tate Financial we employ a variety of investment strategies. The philosophy behind the selection of actual investments is determined by the client’s own goals and objectives, which also help to define the asset allocation and the risk of the portfolio.
Most clients choose a value based investment philosophy. This philosophy allows our clients to buy companies that are trading below their intrinsic value and earn income in the form of dividends, which can be reinvested back into the portfolio. The reinvested dividends provide positive cash flow into the portfolio in all market cycles, and in best case scenarios can exponentially grow the value of our clients assets.
Building wealth takes time, through a disciplined value based approach and the process of balancing rewards with risk, we provide our clients with the opportunity to buy fundamentally sound businesses at a fraction of what we believe is their true worth.
Mutual Funds are distributed by mutual fund dealer Investia Financial Services Inc.