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TAG Associates

provides unbiased, customized financial advice to wealthy families, foundations, and endowments.

TAG Associates LLC: Financial Privacy Notice

TAG Associates LLC is a registered investment adviser with the Securities and Exchange Commission (SEC) under the Investment Adviser Act of 1940. The SEC requires registered investment advisers to disclose how we treat nonpublic information. The following is a description of our policies regarding disclosure of nonpublic personal information that you provide to TAG.