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
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