TAG Associates is a leading multi-family office and portfolio management services firm managing approx. $8.5 billion of assets under management for 110 clients. TAG is a registered investment advisor and a registered commodities pool operator.
Formed in 1983, TAG has an experienced staff of 71 including senior service coordinators, portfolio management professionals, accountants, bookkeepers and administrators.
TAG offers wealthy families and individuals the same approach to successful asset management that is employed by institutions and businesses:
-An integrated process of planning how to manage one’s assets;
-Allocating among different asset classes;
-Selecting investment managers;
-Monitoring the results and adapting to changing needs.
TAG is free of bias regarding the selection of investment managers, investment products and strategies, and thus chooses independently from the entire universe of talent.
Company Details
- Employees
- 103
- Founded
- 1983
- Address
- 810 Seventh Avenue,
- Phone
- 212.275.1500
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- tagassoc.com
- Keywords
- Investment Management, Income Tax Planning and Preparation, Estate Planning, Bookkeeping, Bill Payment, Insurance Consulting, Alternative Investments.
- HQ
- New York, NY
Tag Associates Questions
Tag Associates's helpline number is 212.275.1500
Tag Associates's website is tagassoc.com
Tag Associates's LinkedIn profile is https://www.linkedin.com/company/tag-associates
Tag Associates has
103 employees.
View email and phone details for 103
employees at Tag Associates.
Tag Associates's industry is
Investment Management
Tag Associates's top competitors are
Tiedemann Advisors,
Silvercrest Asset Management,
Gm Advisory Group,
Mansur Gavriel,
The Friendly Fridge Network,
Bbr Partners,
Gf Capital Management & Advisors, Llc,
Snowden Lane Partners,
We Family Offices,
Summit Trail Advisors.
Tag Associates's categories are Investment Management
Tag Associates's founding year is 1983
