TAG Advisors is part of Cambridge Investment Research, Inc. (our broker-dealer) and Cambridge Investment Research Advisory, Inc. (our registered investment advisor), one of the nations leading and largest independent broker dealers. TAG Advisors and Cambridge are dedicated to offering independent, objective advice to our clients. Our four core values are integrity, commitment, flexibility and kindness.
Cambridge has a significant presence in the retirement plan marketplace:
- Over 9,000 plans
- Over $16 billion in plan assets
- Over 300,000 plan participants
TAG advisors cumulatively have:
- Over 450 plans
- Over $750 million in plan assets
- Clients in 24 states
TAG Advisors can serve in whatever fiduciary capacity makes sense for your situation. Whether it be 3(21) or 3(38) investment fiduciary services, or, finding you a 3(16) plan administrator to help you alleviate some of your fiduciary responsibilities … we are here to help.