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TAG Associates LLC

Overview:

TAG Associates is a leading multi-client family office and portfolio management services company with approximately $6.0 billion of assets under management. In a recent survey by the Family Office Exchange, TAG was ranked the eighth largest multi-client family office in the U.S. 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’S ‘TRUSTED ADVISOR’ PHILOSOPHY
Comprehensive Approach

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.

Unbiased Services

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.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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