Personal attention and customized solutions to take you further
TAG Associates is an independent, privately owned wealth management firm offering investment management and family office services to individuals, families, endowments and foundations with substantial assets.
Since our founding, our mission has been to help clients achieve their personal financial goals through customized, objective advice that balances risk management and growth of capital.
We have approximately $9.5 billion in assets under management across all asset classes, with significant expertise in alternative investments.
70 TAG professionals are dedicated to providing our 110 clients with the highest level of personalized service and attention.
TAG Associates today announced that it has partnered with Greenhouse Scholars, an education-based nonprofit providing opportunities to underserved students, to help launch Greenhouse’s presence in New York this year. Greenhouse Scholars, based …
Continue reading “TAG Associates to Serve as Founding Supporter of Greenhouse Scholars in New York”
TAG Associates is pleased to announce that once again we have been named to the Barron’s Top 100 RIA firms list. This is the second year in a row Barron’s has …
Continue reading “TAG Associates Named to the Barron’s Top 100 RIA Firms List”