TAG Advisors, an Enterprise Office of Supervisory Jurisdiction, has announced that TAG Invest, the firm’s in-house asset management platform, has surpassed $2 billion in assets under management, an increase of more than 60 percent since the platform crossed $1.3 billion in September 2025.
Launched in 2022, TAG Invest provides custom, tax-optimized portfolio construction and investment management for advisers affiliated with TAG, without layered fees. As an open-architecture independent firm, use of the platform is optional for TAG advisers.
The TAG Invest team works with each adviser using the firm’s proprietary “Investment Construction” methodology. This unique process eliminates intermediaries and reduces costs while delivering highly customized solutions, something achieved through TAG’s scale and innovative management strategy.
Each portfolio begins with the client’s risk profile and their cash-flow needs. From there, the investment team sets all
