Founded in 2010, Tactical Allocation Group, LLC (TAG) is an independent, fee-only investment advisory firm registered with the U.S. Securities and Exchange Commission. The firm operates under a fiduciary standard, meaning it is legally obligated to act in its clients' best interests. TAG's core philosophy centers on tactical asset allocation, an active management strategy that shifts portfolio composition based on market conditions to manage risk and capitalize on opportunities, rather than adhering to a static buy-and-hold approach. Their mission is to provide disciplined, risk-managed investment solutions to help clients achieve their long-term financial goals.

Founded in

United States