Methodology

The TAG Managed Model Team (MMT) has built 14 models covering 5 different investment philosophies. Each philosophy covers the risk tolerance spectrum from Aggressive Growth to Income. On a bi-weekly basis the MMT reviews and provides due diligence on all models using our fiduciary resource tools. We provide commentary, allocation and fund changes on a quarterly basis. The MMT consists of Mike Savolt, Chase VandeYacht, Bryan Grant, Dominic Reinerio, Brian Hermes, Justin Weber, Adam Katch, Jon Kroening, George Miller, David DeMore and Logan Nienhaus. See below for additional information on our process.