A complete list of active advisors currently associated with Tate Asset Management and DCO Wealth Management
Warmer can help you find a great advisor at Tate Asset Management and DCO Wealth Management or one who fits your needs even better.
Tate Asset Management / DCO Wealth Management provides investment management, investment consulting and financial planning to a mix of individual and institutional clients, including pension and profit-sharing plans, trusts, corporations and tax-qualified retirement plans. The firm offers both discretionary portfolio management and non-discretionary consulting, and also describes services tailored to retirement plan sponsors under ERISA frameworks. Portfolios are constructed to match each client’s goals, time horizon and risk tolerance and may include stocks, bonds, mutual funds, ETFs, REITs, alternative investments and private placements. The firm says it uses fundamental, charting and technical analysis, conducts due diligence on third‑party managers, reviews accounts at least quarterly, and may employ options, short sales and margin transactions as part of its strategies. What is noteworthy about the firm is its explicit emphasis on ERISA fiduciary work — offering both 3(21) co‑fiduciary and 3(38) discretionary investment‑manager services with benchmarking and plan‑level oversight — and its involvement in Trusted Advisor and sub‑advisory arrangements, where it may share or receive portions of advisory fees. The ADV also discloses the firm’s willingness to use more advanced trading techniques (options, margin and short selling) and to refer clients to or receive referrals from other advisers, practices that are less common among similarly sized team firms.
To learn more about the advisors currently working at Tate Asset Management and DCO Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Tate Asset Management and DCO Wealth Management's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Rancho Santa Fe, CA
| 25
| |
Rancho Santa Fe, CA
| 28
| |
San Diego, CA
| 20
| |
Rancho Santa Fe, CA
| 26
|
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