Money Management
& Investing

Take the Emotion Out of Investing – But Not the Human

Bull and bear , symbolic beasts of market trend

One of the main reasons people choose to work with financial advisors is to take advantage of their money management and investment expertise. Investors can be emotional, but emotions have no place in investment management. At TAG, we help you avoid giving in to gut reactions that cause so many investors to buy or sell at the wrong time.

Whether you are joining TAG as a new client or coming on board as part of a TAG Team, we are committed to demystifying the investment process and keeping you as involved as you’d like to be.


The TAG 2.0 Difference

We will never make a change to an existing portfolio unless it is in your best financial interest and without your consent. At TAG you are always in control of your money.

Using momentum investing and our proprietary ETF model portfolios, we win by not losing.

Momentum Investing

Momentum investing is an investment strategy that capitalizes on the fact that upward or downward market trends tend to continue for a while and it’s possible to profit by staying with a trend until its conclusion, no matter how long that may be. It involves buying and holding ETFs or other securities that show upward-trending prices and selling those with downward-trending prices. By riding existing market trends, we can take advantage of market gains while minimizing portfolio losses.

Momentum investing has historically been a tried and true strategy and, while there are no guarantees of future success, we believe in the power of market momentum.

Exchange Traded Fund (ETF) Model Portfolios

An exchange-traded fund (ETF) is a collection of securities — including stocks, commodities, bonds, or a mixture of investment types — that tracks an underlying index. Similar in concept to mutual funds, ETFs are easily bought and sold throughout the trading day (rather than just once per day for mutual funds) allowing for greater control, flexibility and tax benefits.

TAG has designed eight different ETF model portfolios, unique to our firm. Your TAG Team advisor will craft a customized mix depending on your risk tolerance and investment goals. Using our proprietary investment algorithm, built on the principle of momentum investing, we help your investments avoid losses when the market goes down and take advantage of gains when the market goes up. While we cannot guarantee specific results, we have confidence in our approach.

Contact Us

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Two women analyzing documents while sitting on a table in office. Woman executives at work in office discussing some paperwork.Clients Joining Us as Part of a TAG TEAM:

Many of our clients have found the ETF model to be best suited to their needs, however, we will never make any changes to your existing portfolio without involving you in the decision-making process and are quite comfortable managing any non-ETF assets you bring over. We go beyond stocks and bonds and ETFs to manage existing investments in real estate, annuities and a range of other investments. You are always in control of your money.

Clients New to TAG:

We know that, while you could manage your money yourself, you’d rather have someone else do it for you so you can enjoy life. You’d love to find someone you can trust to do the right thing, and know they have the experience to do it right. We welcome you to TAG 2.0 and invite you to contact us using the form at right or learn more about TAG here and more about our Financial Management Services here.