Customized Portfolio Solutions
Tired of the constraints and expense of cookie-cutter third-party platforms?
Frustrated by the lack of connection they provide to the ultimate investment decision-makers and rationale? Want something built for you, by someone who knows you and understands your family’s needs?
TAG Invest can be your financial professional’s investment back office.
Many money management platforms require that your financial professional allocates your money to their programs on an all-or-none basis.
TAG Invest partners with your financial professional to build your portfolio around your needs. We help your financial professional with areas that can add the most value:
- Tax management
- Expense reduction
- Risk management
We build on a foundation of low-cost passive strategies, adding active elements where they generate historical outperformance (alpha), including actively managed mutual funds and individual stocks.
Then we work with your financial professional to customize the strategy to your other investments and future cashflow needs.
Our customized investment-management process:
Result: Competitive tax-efficient returns tailored to your risk profile and cash flow
Your financial professional's depth is their strength
Your Financial Professional’s TAG Invest Partners
Jasen Dahm, CFA, CPA
Jasen is the Managing Director and Case Liaison at TAG Invest. In this role, he is responsible for designing the investment management process and client experience. He consults with financial professionals on asset management, tax planning, liquidity management, and advanced case design. His prior experience includes seven years running an asset management program, accumulating and managing over $1.1 billion.
Mark Kelly, CFA
Mark is a Case Liaison, responsible for the development of our investment management processes. He consults with financial professionals on asset management, liquidity management, and advanced case design.
