TAG Associates is a leading multi-client family office and portfolio management services firm with more than $8 billion of assets under management. We are frequently recognized as one of the top multi-client family offices in the U.S.
--Adding value through alternatives
Our goal is to give you the highest potential to achieve your desired investment outcome. We believe that investments in unique alternatives investments, emerging managers, sectors and industries can improve your portfolio:
---Generate additional return through investment selection
Smooth volatility with low correlation assets
Hedge the risk of an overall portfolio
Deliver illiquidity premiums by accessing inefficient markets
Our alternative advantage
TAG Associates has been an advocate of the use of alternative investments in client portfolios since it was founded more than 30 years ago. As a leader in this asset category, we:
Possess deep expertise and historical perspective
Leverage our extensive proprietary experience when analyzing both publicly and privately traded investments
Benefit from our strong reputation in alternatives and long-standing relationships with investment managers to obtain better access and the ability to negotiate more favorable terms
Use our collective size and purchasing power to identify a unique set of potential alternative investments, including direct and co-investments, difficult to source elsewhere or access directly