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Client Profile
Intro Philosophy Client Profile The People of TAG

OUR CLIENTS

  • Over $4.5 billion in managed portfolios
    • $2.3 billion in traditional stocks and bonds
    • $2.2 billion in alternative investments/hedge funds
  • 47 comprehensive wealth management client relationships
    • Average portfolio size $65 million
    • Median portfolio size $39 million
  • 43 portfolio management client relationships
    • Average portfolio size $25 million
    • Median portfolio size $13 million
  • Geographically diverse throughout the United States

(As of March 31, 2006)

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75 Rockefeller Plaza • New York, New York 10019 • Telephone: 212.275.1500 • Fax: 212.275.1510
Copyright © 2002 TAG Associates LLC. All Rights Reserved.