arrow

About TAG


WHY TAG?

TAG's ETF Portfolios have set a new standard for investment management service. TAG ended the debate between passive indexing versus active management by combining the best of both: active management of passive indexes, an optimum blend of science and cost.

At the same time, the investor now enjoys the additional benefit of "administrative simplicity"; consolidating accounts, a short statement and minimal paperwork. Sophisticated investment management: accessible, affordable, and easy.

INVESTMENT STYLE HISTORY

The founders of Tactical Allocation Group, LLC ("TAG") began their Proactive Investment Management style for "fixed income" investments in 1988. Changing interest rate, credit and economic environments can materially affect the "principal value" of fixed income securities. A traditional fixed income buy and hold strategy fails to capture the capital gain opportunities (or avoid the capital losses) over and above the interest income. TAG's "total return" approach sought to capture the value added from fixed income principal changes.

Today, TAG applies their proactive investment management process across 30 asset classes globally in their three ETF Portfolios. TAG's Portfolios are built exclusively with asset class specific, exchange traded index funds (ETF's) to capture the full impact of our tactical allocation decisions.

BELIEFS

TAG Believes:
  • Asset Allocation is the primary driver of investment returns
  • Price and value often diverge, creating opportunity
  • Investment opportunities exist globally
  • Risk Management is key to successful long term investing

TAG Brochure
TAG In The News

You will need Adobe Reader to view any .pdf files.  Download Adobe Reader directly from the Adobe website here: http://get.adobe.com/reader/