Published November 28, 2023
We are pleased to announce that TAG Associates has been named as one of the top regional fee-only RIAs in the November 2023 edition of InvestmentNews. The RIA ranking by InvestmentNews …
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Published July 24, 2023
We are pleased to announce that TAG Associates has been named as one of America’s Top RIAs by Financial Advisor Magazine for 2023. Financial Advisor Magazine’s RIA ranking is based on assets …
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Published May 12, 2023
TAG Associates LLC today announced that the firm won the 2023 Family Wealth Report Award for Best Private Client Investment Platform. The award recognizes wealth management platforms specializing in servicing the investment needs …
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Published February 13, 2023
Director Ted Katramados wins Best Investment Manager/Professional; TAG Also Nominated for Three Family Wealth Report Awards TAG Associates LLC today announced that the firm won two Private Asset Management (PAM) Awards, including …
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Published January 3, 2023
TAG Associates LLC today announced that the firm was shortlisted for four awards sponsored by With Intelligence Private Asset Management (PAM), a prestigious private wealth management industry publication. The four award nominations …
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Published December 5, 2022
We are proud to announce that Stacy Haislip, Director and Portfolio Manager with TAG’s investment team, was named one of Crain’s 2022 Notable Women on Wall Street for the second year in …
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Published September 19, 2022
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 third year in a row Barron’s has ranked …
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Published March 1, 2022
TAG Associates LLC today announced that it won Best Family Office – Due Diligence Processes at the 2022 Private Asset Management (PAM) Awards. It is the second year in a row TAG …
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Published January 25, 2022
TAG Associates LLC today announced that the firm was nominated for two Family Wealth Report (FWR) awards and two Private Asset Management (PAM) Awards. One 2022 FWR nomination is for Best Multi-Family …
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Published October 6, 2021
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 …
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