TAG Advisors' In-House Asset Management Platform Surpasses $2 Billion in AUM
TAG Advisors announced that its in-house asset management platform, TAG Invest, has surpassed $2 billion in assets under management (AUM), marking a more than 60% increase since September 2025. Launched in 2022, the open-architecture platform offers tax-efficient and customizable portfolio construction for affiliated advisors without layered fees. TAG Invest's growth is attributed to its proprietary 'Investment Construction' methodology that eliminates intermediaries while delivering customized solutions at scale. The firm aims to reach $3 billion AUM by the end of 2027, ahead of schedule due to this rapid expansion.
Topics: advisory services assets under management investment platform growth