TAG Models

Proprietary investment models are built by TAG advisors for TAG advisors. Our vision is to create a transparent, low-cost and efficient investment strategy while maintaining the highest quality of management and oversight. The models are constructed with a standardized methodology and repeatable process.

TAG models are centrally managed, meaning we trade accounts so you don't have to, freeing up time for advisors to focus on their business and clients.

In addition to the 17 MF/ETF models created by the Managed Money Team (MMT), we also offer proprietary UMA models comprised of a curated list of Separately Managed Accounts.

Finally, if you can't find a solution within our proprietary model set, we also offer over 40 third party models from some of the world's largest asset managers.

Investment Process

The MMT meets bi-weekly to conduct due diligence on all models using our fiduciary resource tools. Taking a top-down approach, the committee looks first at the overall economic landscape, determines asset allocations, and then screens for the best managers and funds.

After baseline allocations have been determined, the committee stress tests decisions with top institutional money managers including JP Morgan, BlackRock, and Fidelity among others.

Each model uses a preset objective and target allocation. Blended benchmarks are used to evaluate performance and risk. These tools allow TAG MMT to provide analytic and dynamic monthly reports of the models. We provide commentary, allocation, and fund changes on a quarterly basis.