Welcome to the client center. You will need to have a username and password to access this section. If you do not know your username or password, please contact us
TAG Financial Services is a direct client relationship from which Tactical Allocation Group, LLC ("TAG") offers two distinctly different services.
PLANNING AND INVESTMENT MANAGEMENT
TAG's Financial Consultants help our client develop their financial goals and objectives, create a funding analysis and recommend the TAG Portfolio(s) to achieve the objectives. TAG provides performance reporting to track the progress towards the objectives.
INVESTMENT MANAGEMENT ONLY
The clients select the TAG Portfolio(s) in which to invest. TAG provides composite performance reporting on the Portfolio(s).Click here
TAG Advisor Services is a Financial Advisor relationship from which Tactical Allocation Group, LLC ("TAG") offers a variety of services to enhance the Advisor's "business model". TAG's Portfolios offer a true "core" solution for your clients. No longer will you need to research, track, analyze and explain multiple managers/funds in your client's portfolio; there is only one focus - TAG. Now you can re-allocate your resources to increased client service and development with the confidence of a global, proactive core.Click here