Advisor-Centric Model Propels TAG Invest Past $1.25B on Its Way to $3B
Proprietary platform empowers advisors to deliver tax-optimized, customized portfolios without layered fees
Richmond, VA – September 10, 2025 TAG Invest, a specialized asset management firm launched in 2022, announced that it has surpassed $1.25 billion in assets under management as of September 10, 2025. This achievement positions TAG Invest on track to exceed its $3 billion asset target by the end of 2027, nearly a year ahead of the firm’s original projections.
This growth outpaces industry averages as advisors increasingly seek alternatives to traditional turnkey asset management platforms (TAMPs) that limit customization and stack multiple fee layers. The firm’s rapid asset accumulation—over $200 million in additional assets in less than four months since crossing the billion-dollar mark—demonstrates accelerating momentum that reflects strong market demand for its differentiated approach.
The TAG Invest Difference
TAG Invest’s success stems from its proprietary “investment construction” methodology that eliminates intermediaries and reduces costs while delivering highly customized solutions. Unlike traditional platforms that apply one-size-fits-all investment models, TAG Invest works in direct partnership with financial advisors to build portfolios tailored to each client’s unique financial planning and tax optimization needs.
TAG Invest’s model addresses three critical pain points financial advisors face with traditional platforms: lack of customization beyond basic risk profiles, limited integration with comprehensive financial and tax planning, and cost structures that erode client returns.
Building Solutions from the Ground Up
The firm’s three CFA Charterholders work directly with advisors to understand client tax situations, legacy holdings, and specific planning objectives before constructing portfolios. This approach enables advisors to quantify their value-add through both measurable alpha generation and qualitative improvements in client financial well-being. “We’re able to cut down on costs and offer tailored solutions at competitive pricing because we keep a very simple foundational approach and add complexity only when necessary for each case,” said Jasen Dahm, Managing Director of TAG Invest. “We’re not trying to fit square pegs into round holes,” explains Dahm. “We’re building the round pegs. Having seen behind the curtain in traditional approaches, we recognize the cost advantages of building custom portfolios ourselves rather than layering on multiple fee structures.”
“Our core focus is leveraging the advisor’s deep understanding of their client to create portfolios that position clients exactly where they need to be.”
The firm’s core competencies include tax-optimized investment strategies, customized asset management, and specialized Separately Managed Account (SMA) work—all designed to integrate
seamlessly with comprehensive financial planning rather than operating in isolation. By empowering advisors to implement sophisticated tax planning and customized solutions, TAG Invest helps advisors demonstrate tangible outcomes—from reduced client anxiety to improved motivation around financial goals—while maintaining fee structures that enhance rather than diminish investment returns.
Looking Ahead
With $1.25 billion in AUM achieved in under three years and an accelerating growth rate, TAG Invest is positioned to exceed its $3 billion target well ahead of its 2027 goal. The firm continues to expand its investment committee capabilities and enhance its platform features based on direct advisor feedback.
The combination of cost-efficient delivery, extensive customization capabilities, and sophisticated investment strategies continues to attract new advisor partnerships as TAG Invest establishes itself as a differentiated player in the asset management space.
Financial advisors interested in learning how TAG Invest’s investment construction approach can enhance their practice are invited to schedule a consultation at www.taginvest.com or contact the firm directly.
About TAG Invest
TAG Invest is a specialized asset management firm founded in 2022 that partners with financial advisors to deliver customized, tax-optimized investment solutions. Through its proprietary investment construction methodology and in-house structured note capabilities, TAG Invest enables advisors to provide sophisticated, tailored portfolios without the layered fees of traditional platforms. The firm serves financial advisors nationwide from its headquarters in Richmond, Virginia.
TAG Advisors is a national community of over 425 thriving independent financial professionals across the country, with over $20 Billion in assets under advisement. The management and staff of TAG Advisors represents decades of experience in all facets of financial services.
4801 Cox Rd. Suite 102, Glen Allen, VA 23060
877-676-6785
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research 4Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and TAG Advisors and its subsidiaries are separate entities.