Our goal is to give you the highest potential to achieve your desired investment outcome. We believe that investments in unique alternatives investments, emerging managers, sectors and industries can improve your portfolio:

At TAG, we understand your assets represent more than monetary wealth; they give you the freedom to focus on your life’s priorities, whether it’s your career, family, a cherished cause or another area. While you may turn to us for both investment management and family office services or solely investment management, you benefit from our full range of knowledge and expertise. We develop a customized plan for you that examines short- and long-term goals for growth, income, risk tolerance, tax circ

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

TAG has dedicated reporting, administrative, and research teams to support your office’s needs

By John Pantowich, Managing Director and Portfolio Manager Over the years there has been no shortage of words written about Active versus Passive investing. Active and Passive investing are two diametrically opposed approaches to managing investments. Most punditry focuses on the benefits and drawbacks of each, and why one is better than the other. At

On April 23rd, TAG Associates hosted a webinar titled “How AI Is Reshaping Businesses and the Investment Landscape,” featuring Erika Klauer, CIO and Founder of Science and Technology Partners. The conversation explored how AI is transforming businesses across industries and the implications for today’s investment landscape. Erika shared perspectives on why AI’s impact on productivity

The IRS has begun using a new information request in certain cryptocurrency examinations that expands the scope of digital asset disclosures requested from individual taxpayers. As part of an Information Document Request (IDR), taxpayers may be asked to complete a form titled “List of Digital Asset Platforms, Wallets, Services, and Products Used (Individual Taxpayers).” This

On July 16, 2025, TAG Associates hosted a digital assets webinar with Galaxy Asset Management. They discussed recent developments and key milestones in the industry. Here’s a clip of Galaxy’s Mike Giampapa explaining Bitcoin’s potential role as a store of value.

It was great seeing Stacy Haislip, CFA represent TAG Associates as a panelist at the With Intelligence's Wealth Partnership Spring Retreat in Washington, DC. The discussion focused on the evolving role of alternative investments, the importance of strong operational due diligence, and how wealth managers are navigating new fund structures, liquidity considerations, and client education

TAG Associates is proud to support Greenhouse, a community change organization working with the most inspiring young leaders from under-resourced communities to fuel transformational change. We recently participated in Greenhouse’s annual New Scholar Selection process, hosting a video review session where five of our employees directly reviewed and evaluated this year’s applications. This was a

TAG Associates is proud to be featured in the 2026 Family Wealth Report Acclaim magazine. This recognition reflects our ongoing commitment to delivering thoughtful, personalized wealth management and family office services to the individuals and families we serve. We are honored to be recognized among industry leaders and remain focused on helping our clients navigate

We're happy to share that TAG Associates has been named a finalist for the Hedgeweek®'s US Awards 2026 in the category of Performance of the Year: Fund of Hedge Funds Under $1billion. This recognition highlights our continued commitment to delivering strong investment performance and serving our clients with excellence. We are honored to be recognized

Directs all IT systems, overseeing strategic planning, implementation, and IT infrastructure. Successfully led the transition to serverless architecture, enhancing efficiency and scalability.

TAG Associates professionals are passionate about helping you build and maintain your wealth for your lifetime and beyond.

Significant wealth often brings complexity. Our independence and role as a fiduciary means that we always act on behalf of your best interests. We maintain an intentionally low client to TAG professional ratio, so we truly get to know you and fully understand your personal goals, circumstances and concerns. Experts in every area at TAG, including family office, are always quickly available to you. We are passionate about providing deeply personalized, proactive service coupled with customized in

For over 35 years, we’ve been helping individuals, families, endowments and foundations like you address the complexities that accompany the management of significant assets. Learn more about how we can help you.

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