#United States #Glen Allen #TAG Advisors #TAG Invest #Gregory Raines

TAG Advisors Achieves Milestone with TAG Invest

In a striking achievement, TAG Advisors has unveiled that its in-house asset management platform, TAG Invest, has surpassed the impressive milestone of $2 billion in assets under management (AUM). This development marks a 60% increase since the platform reported reaching $1.25 billion in September 2025, demonstrating the platform’s rapid growth and popularity among affiliated advisors.

Launched in 2022, TAG Invest was created as a tailored solution aimed at addressing the shortcomings of conventional investment management models, particularly those offering expensive, one-size-fits-all alternatives. TAG Advisors recognized a critical need for a service that not only streamlines portfolio construction but also integrates custom, tax-optimized solutions that cater to the unique needs of individual clients without imposing extra fees. Gregory Raines, CEO of TAG Advisors, explained, "We launched TAG Invest to close a gap that was holding our advisors back — expensive one-size-fits-all models on one side, time-consuming individual portfolio construction on the other."

The innovative platform takes advantage of a proprietary Investment Construction methodology that employs a collaborative approach, where TAG's in-house investment team partners directly with advisors. This not only eliminates many intermediaries frequently involved in asset management but also leads to significant cost reductions, allowing for a more personalized investment strategy. Jasen Dahm, Managing Director of TAG Invest, noted that the platform's formation was pivotal in giving advisors back valuable time: "Portfolio construction is not where an advisor's time is best spent; the value clients feel comes from planning, tax strategy, and keeping them invested during turbulent markets. Our job is to take construction and monitoring off their desk so they can do that work."

The process commences with understanding each client’s risk tolerance and cash-flow requirements, following which the investment team derives an allocation strategy using low-cost index funds for historically performing markets. Areas of potential active management are recognized and leveraged when research suggests value can be added. Every allocation and specific security is meticulously vetted by a committee of CFA charterholders, ensuring that clients receive expertly curated investment options. Throughout the investment journey, tax considerations are paramount, providing clients with holistic management of their portfolios.

Further enhancing its offerings, TAG Invest also provides capabilities for separately managed accounts and access to structured notes, pricing these services in alignment with the scale of the broader TAG network. This strategic positioning underscores TAG Invest's significance within TAG Advisors' overall operation, which serves as an Enterprise OSJ with a network of over 450 financial professionals and a robust $24 billion in assets under advisement.

The exceptional growth of TAG Invest positions it well ahead of its projected goal to reach $3 billion in assets under management by the conclusion of 2027, highlighting the escalating demand for innovative, customized investment solutions. As TAG Advisors continues to expand its horizons, the commitment to delivering superior services while preserving advisor independence remains unchanged.

In conclusion, TAG Invest stands as a testament to TAG Advisors’ adaptive strategy, marking a significant shift towards tailored wealth management solutions that cater to the modern financial landscape, solidifying its place as a leader in the asset management space across the industry. Those interested in learning more about TAG’s innovative platform are encouraged to visit their official website for additional details on their services and offerings.