Meet the Manager Symposium
Our “Meet the Manager” Symposium took place on February 18, 2010 at La Rinconada Country Club in Los Gatos.  We introduced our newest platform manager Tactical Allocation Group (TAG).  The guest speaker was James F. Peters, Jr., TAG’s Chief Executive Officer.  Jim shared his views on the financial market outlook  – including economic recovery and investment opportunities.

Jim is responsible for TAG’s macroeconomic policy, which drives portfolio asset allocation decisions.  He has provided financial advice to corporations and individuals for over 30 years.  Jim is a published author, instructor, frequent speaker and interview guest on investment and financial planning subjects. 

TAG is an institutional manager which believes that active asset allocation can capture changing opportunities in the financial markets. The execution of tactical strategies is fundamental to active management and to TAG’s philosophy. Today, TAG applies their proactive investment management process across 30 asset classes globally in their three ETF portfolios.

Click here to download the June TAG Press Release
TAG Press Release AWARDED PSN “TOP GUN” PERFORMER