We’re pleased to welcome Danielson Tate Capital Partners to the Concurrent platform! We’re excited to work with them to provide service for their clients, including new client solutions, curated resources, and robust technology.
Danielson Tate is an independent financial firm based out of Mandeville, LA. Owned and operated by Rick Danielson and Doug Tate, the firm brings over 50 years of experience and a focus on building the perfect strategy for each client.
At Danielson Tate, the team aims to get to know and understand their clients’ needs, wants, and long-term goals. They want to help those they serve develop, implement, and monitor a strategy that’s designed to address each individual’s unique situation.
They utilize a broad array of resources to help clients achieve their financial goals. Now, with Concurrent’s technology and support services in their toolbox, they can increase their capacity to provide customized, unique strategies to their clients to fit their goals and objectives.
Financial firms partnering with Concurrent have a huge opportunity to scale their business and offer enhanced services to their clients. Danielson Tate now has access to the Concurrent platform and support, including: compliance, supervision, operational support, investment due diligence, technology, as well as access to leading custodians, a broker-dealer, and banking and trust services. Concurrent supports advisory firms like Danielson Tate so they can better serve their clients.
