Money Management & Investing

All investment advice is provided through Trust Advisory Group Ltd, a registered investment advisor. Please visit for additional information.

Take the Emotion Out of Investing – But Not the Human

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

Not everyone has a million-dollar portfolio – yet.

Unlike other financial management firms, TAG 2.0 requires no minimum account size. We don’t just cater to the already-wealthy. We take the time to focus on where you are now, believe in your future growth and look forward to working with you to get you where you want to be.

We’ll be there every step of the way to ensure you don’t get tripped up and help you course correct if necessary. Your financial plan is a living document that we’ll revisit on a regular basis to make sure you remain on track.

Rest assured: our fiduciary commitment to you ensures that you receive tailor-made financial planning advice that is entirely in your best financial interest, we have no vested interest in any of our recommendations.

As part of our commitment to meeting you where you are today, our Financial Plan pricing is based on a sliding scale depending on your current net worth. Contact us to learn more.


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.