Published January 21, 2025
By Stacy Haislip, Managing Director and Portfolio Manager “Wealth does not pass three generations.” – Chinese Proverb If a Chinese Proverb exists to describe a situation, it usually means two things: 1) …
Published September 23, 2024
By Neil Shapiro, TAG Associates Managing Director, Head of Family Office Services See Part I: The Benefits of a Multi-Client Family Office: Efficient Wealth Management See Part II: When to Make the Transition …
Continue reading “Part III: MFO Service Options and Onboarding – Navigating a Seamless Transition”
Published September 18, 2024
TAG Associates is pleased to announce that the firm is included once again in Barron’s Top 100 RIA Firms list. This annual ranking of independent advisory companies is based on assets managed …
Continue reading “TAG Associates Named to the Barron’s Top 100 RIA Firms List”
Published September 13, 2024
By Ted Katramados, Director & Associate Portfolio Manager, TAG Relative Value Fund One of the key cornerstones of TAG’s investment philosophy is Absolute Return investing. As we’ve previously discussed, Absolute Return investing is …
Continue reading “The Four Tentpoles of Absolute Return Investing”
Published August 16, 2024
Ted Katramados discusses risks and opportunities in volatile markets. To read the full article, click here.
Published July 18, 2024
We are pleased to announce that TAG Associates has been named as one of America’s Top RIAs by Financial Advisor Magazine for 2024. Financial Advisor Magazine’s RIA ranking is based on assets …
Continue reading “TAG Associates Ranked as One of America’s Top RIAs by Financial Advisor Magazine”
Published June 20, 2024
A Series of Problems Affecting the World’s Second Biggest Economy Make it a Difficult Place to Invest By Jeff Tumolo, Managing Director and Chief Investment Strategist China’s economy represented 18% of global …
Published June 5, 2024
By Neil Shapiro, TAG Associates Managing Director, Head of Family Office Services See Part I: The Benefits of a Multi-Client Family Office: Efficient Wealth Management Transitioning from a Single Family Office to an …
Continue reading “Part II: When to Make the Transition to an MFO – Identifying the Signals”
Published May 28, 2024
Jonathan Bergman will be a panelist at the Alternative Investments Symposium on June 5th at The Harvard Club. He will be sharing his thoughts about the “New Normal” and the role that …
Continue reading “Jonathan Bergman Participating in Alternative Investments Symposium”
Published May 6, 2024
In a recent client webinar, Chief Investment Strategist, Jeff Tumolo discusses the decline in Chinese stocks and whether or not this is a good entry point. Full webinar is available to TAG …