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The Process
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Maintaining and growing wealth over generations is the driving force behind every investment recommendation we make. There are no “global” solutions to a family’s or individual’s wealth management strategy. The strategy is formed to meet the customized requirements of each of our clients. But there is a common theme to our “process.”

Simply stated, TAG manages the process of managing wealth.

We approach each portfolio with the aim of maximizing return through reduced risk. Our goal is to produce steady gains no matter how the markets are performing. Our strategy is to spread a portfolio’s positions over diverse asset classes. Key to this strategy is our time-tested ability to choose, analyze and monitor the performance of the funds/money managers we work with. TAG uses its own vast and ever-growing database to match a client with those managers who best fit his or her investment profile, and then to provide ongoing oversight of each portfolio’s performance.

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The most critical non-human resource in managing wealth is information. TAG’s most fundamental responsibility in the wealth management process is to ensure relevant information gets to the right people at the right time.

To accomplish this result, we design customized financial reports for each client. We then see to the timely distribution of appropriate information to both the client and the other professionals involved in managing the client’s affairs.

Simply stated, TAG “manages the process” of managing wealth.

75 Rockefeller Plaza • New York, New York 10019 • Telephone: 212.275.1500 • Fax: 212.275.1510
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