TAG has dedicated reporting, administrative, and research teams to support your office’s needs
• We maintain books and records
• We produce consolidated monthly reports which include asset allocation, performance, and custom benchmarks across all of your accounts
• All performance calculations and reconciliation is handled by TAG
• Access to client portal 24/7
• All bookkeeping services can be handled by our dedicated administrative team
• Bill payment
• Vendor management
• Capital calls
• Personal income statement and balance sheet
• Our dedicated research team conducts over 700 manager meetings per year to help identify compelling strategies
• Approximately $3bn in alternative assets as of 12/31/21
• Specialize in sourcing niche strategy funds with low AUM
• Able to provide annual due diligence for all of your holdings
