G.E. RATTE Asset Management

Investing your life savings is usually about
simply stated goals and long term discipline.

Achieve your complex financial goals with peace of mind.

Market outlook
Our services encompass
a range of financial and investment needs.
Investment Management

Create, execute, and regularly monitor a plan for your assets

Non-profits, endowments
and foundations

Develop and execute an Investment Policy Statement that meets organizational goals and fulfills the Boards’ responsibilities

Financial Insight

Discuss and develop your tax, estate, insurance, and retirement plans

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