60% growth since last September puts firm ahead of goal to reach $3 billion AUM by the end of 2027.
By DWN Staff:
An in-house asset management platform is gaining traction at TAG Advisors, the $24 billion Enterprise OSJ affiliated with Cambridge Investment Research and located in Glen Allen, Virginia. TAG Invest, launched by the firm in 2022, has surpassed $2 billion in assets under management, an increase of more than 60% since September 2025. Its recent growth puts the platform ahead of pace to reach its goal of $3 billion in assets under management by the end of 2027.
“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.”
According to a company statement, the TAG Invest team works with each advisor using the firm’s proprietary investment construction methodology. The firm believes its unique process eliminates intermediaries and reduces costs while delivering highly customized solutions. Use of the platform is optional for TAG advisors.
“Portfolio construction is not where an advisor’s time is best spent,” said Jasen Dahm, Managing Director of TAG Invest. “The research is consistent that the value clients feel comes from planning, tax strategy and keeping them invested when markets get difficult. Our job is to take construction and monitoring off their desk so they can do that work.”
TAG Invest is an important part of the firm’s Enterprise OSJ approach. With over 450 financial professionals and more than $24 billion in assets under advisement, TAG looks to leverage its scale to build innovative services for independent advisors across investment management, retirement plans, technology, insurance and succession planning. Advisors gain access to the infrastructure provided by the firm while maintaining the independence of their individual practices.
