Your customized portfolio

TAG believes an unbiased, objective approach to selecting investments provides the greatest possibility of success. To identify the best opportunities for your portfolio, we look across a full range of both publicly traded and private investments. As tax-aware investors, we seek to invest prudently to minimize the significant impact taxes can have on returns when managing portfolios.


  • Inventory Existing Assets
  • Identify Goals
  • Set Objectives
  • Consider Risk
  • Understand Cash Flow Needs
  • Note any Constraints

Investment Philosophy

  • Active & Passive Portfolio Management
  • Opportunistic / Tactical Ideas
  • Seeking Premiums for Illiquidity
  • Absolute Return
  • Tax Sensitivity

Investment Tools

  • Separate Accounts
  • ETF / Mutual Funds
  • Alternative Investments
  • Direct Investments

Your Customized Portfolio

Rigorous Manager Due Diligence

Investments are globally sourced, by our research team which conducts over 700 manager meetings annually. Our process for analyzing all investments is disciplined and includes multiple check points and reviews before we make the decision to invest. Ongoing monitoring helps to ensure that investments remain appropriate for our clients.