TAG Associates

TAG Associates

Investment-Management

New York, NY
United States
Industry Category
Investment-Management
Company Description

TAG Associates is a leading investment management firm dedicated to providing comprehensive multi-family office and portfolio management services. With a strong foundation built since its establishment in 1983, TAG Associates manages approximately $8.5 billion in assets for over 110 clients. As a registered investment advisor and commodities pool operator, TAG Associates adheres to the highest standards of professionalism and fiduciary duty.

Located at 810 Seventh Avenue, 7th Floor, New York, NY 10019, US, TAG Associates boasts an experienced team of 71 professionals. This includes seasoned service coordinators, portfolio management experts, accountants, bookkeepers, and administrators. TAG Associates is committed to offering wealthy families and individuals an institutional-grade approach to asset management. This encompasses an integrated process for managing assets, strategic allocation across diverse asset classes, the selection of top-tier investment managers, and continuous monitoring and adaptation to evolving financial needs.

TAG Associates prides itself on its unbiased approach to selecting investment managers, products, and strategies. This independence ensures that clients receive objective advice tailored to their unique circumstances. TAG Associates continuously evolves its services to meet the dynamic needs of its clientele, ensuring long-term financial success. We invite the manager of TAG Associates to create a customized and exclusive company showcase and product listing on our platform to further enhance its market presence and reach.

TAG Associates est une société de gestion de placements de premier plan qui se consacre à fournir des services complets de bureau multifamilial et de gestion de portefeuille. Forte d'une solide base construite depuis sa création en 1983, TAG Associates gère environ 8,5 milliards de dollars d'actifs pour plus de 110 clients. En tant que conseiller en placement enregistré et exploitant de fonds communs de placement de marchandises, TAG Associates adhère aux normes les plus élevées de professionnalisme et de devoir fiduciaire.

Situé au 810 Seventh Avenue, 7th Floor, New York, NY 10019, US, TAG Associates dispose d'une équipe expérimentée de 71 professionnels. Cela comprend des coordonnateurs de service chevronnés, des experts en gestion de portefeuille, des comptables, des teneurs de livres et des administrateurs. TAG Associates s'engage à offrir aux familles et aux particuliers fortunés une approche de gestion d'actifs de niveau institutionnel. Cela englobe un processus intégré de gestion des actifs, une répartition stratégique entre diverses catégories d'actifs, la sélection de gestionnaires de placements de premier ordre et une surveillance et une adaptation continues aux besoins financiers en constante évolution.

TAG Associates est fière de son approche impartiale de la sélection des gestionnaires de placements, des produits et des stratégies. Cette indépendance garantit aux clients de recevoir des conseils objectifs adaptés à leurs circonstances particulières. TAG Associates fait constamment évoluer ses services pour répondre aux besoins dynamiques de sa clientèle, assurant ainsi un succès financier à long terme. Nous invitons le gestionnaire de TAG Associates à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer encore sa présence sur le marché et sa portée.

Key Personnel / Employees
Jonathan M. Bergman CFP Stacy Haislip CFA Gonzalo A. Acevedo MBA

Compare Companies Side by Side

Compare TAG Associates with 3 companies in Investment-Management

4 Companies
Comparison Field
TAG Associates
TAG Associates
Main Company
Rothschild Wealth Partners
Rothschild Wealth Pa...
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Corus Family Wealth Advisors
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Godsey & Gibb Wealth Management
Godsey & Gibb Wealth...
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Founded Year
1908 1999 1985
Company Size
51-200 2-10 11-50
City
New York, NY Chicago, IL McKinney, Texas Richmond, Virginia
Country
United States United States United States United States
Skills & Keywords Comparing with main company
13 Total Skills
Investment Management Portfolio Management Wealth Management Financial Planning Asset Allocation Investment Advisory Family Office Income Tax Planning & Preparation Alternative Investments Insurance Consulting Estate Planning Bookkeeping Bill Payment
16 Total 1 Common 15 Unique
Match 8%
Common Skills:
Investment Advisory
Unique Skills:
401K CERTIFIED FINANCIAL PLANNERS® Chicago Financial Planner Corporate Retirement Plan Corporate Retirement Plans Direct Indexing +9
7 Total 7 Unique
Unique Skills:
Asset Protection Charitable Giving Insurance Solutions M&A Planning Multi-Generational Wealth Planning Private Equity Due Diligence +1
13 Total 3 Common 10 Unique
Match 23%
Common Skills:
Financial Planning Investment Advisory Wealth Management
Unique Skills:
Charitable Giving Strategy Family Wealth Advising Financial Advisors Financial Plans Investment Advisors Investment Plans +4
4
Total Companies
1908
Oldest Founded
1
Countries
45
Unique Skills

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Alternative Company Names

This company is also known as

TAG Associates टैग एसोसिएट्स