Glen Allen, Virginia-based TAG Advisors announced that TAG Invest, its in-house asset management platform, has crossed the $2 billion mark in assets under management (AUM), an increase of more than 60% since September 2025.
The firm said it launched TAG Invest in 2022 to provide advisors with custom, tax-optimized portfolio construction and investment management without layered fees. Use of the platform is optional for the firm’s advisors.
“We launched TAG Invest to close a gap that was holding our advisors back — expensive one-size-fits-all models on one side, time-consuming individual portfolio construction on the other,” said Gregory Raines, CEO of TAG Advisors. “By building an in-house investment team that works with advisors case by case, we moved beyond the TAMP model and made customization something we can deliver at scale. Growing 60% in less than a year tells us it was the right decision.”
The firm said its proprietary investment construction methodology provides customized solutions, eliminates intermediaries and reduces costs. Taking the client’s risk profile and cash-flow needs, the investment team uses low-cost index funds for historically efficient markets and active management where evidence shows it can add value. The construction process also includes tax considerations.
“The research is consistent that the value clients feel comes from planning, tax strategy and keeping them invested when markets get difficult,” said Jasen Dahm, Managing Director of TAG Invest. “Our job is to take construction and monitoring off their desk so they can do that work.”
TAG Advisors has over 450 financial professionals and more than $24 billion in assets under advisement. According to the news release, TAG Invest ahead of pace to reach its goal of $3 billion in AUM by the end of 2027.
TAG Advisors is an enterprise OSJ affiliated with Cambridge Investment Research.
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