Investment Management

Institutional-Quality Investment Strategy Based on Science

The firm's investment management services are based on an institutional-quality investment strategy. Client portfolios are systematically diversified across numerous structured-asset-class investment funds to generate attractive returns over the long term. The firm’s investment strategy focuses on achieving attractive returns, while minimizing investment fees, expenses, and taxes. TAGStone works with clients to help them design an investment plan that is consistent with their individual risk and return profile and needs.

Investment Discipline

Investment is most intelligent when it is most business like. As Benjamin Graham said, “An investor's chief problem - and even worst enemy - is likely to be himself or herself.” TAGStone's process is designed to help separate human emotion from the consistent application of a time tested investment plan. Markets have rewarded discipline. A disciplined investor looks beyond the concerns of today to the long-term growth potential of markets.

In US dollars. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is no guarantee of future results. MSCI data © MSCI 2017, all rights reserved.

Multi-Factor Investing

Most investors are seeking attractive investment returns from their securities portfolios without excessive risk. To achieve this outcome for its clients, TAGStone primarily uses equity and fixed income investment funds that focus on the drivers of higher return, often referred to as "factors." These factors of higher return have been identified, refined, and applied through academic research, statistical studies, and experience over the last 25 years. These factors are pervasive, persistent, and robust and can be pursued in cost-effective portfolios.

The funds used by TAGStone offer exposure to stocks that have the potential to deliver above-market returns over the long term. In addition, these institutional-quality investment funds utilize formula-driven investment metrics, rather than human stock-pickers who can produce less predictable results.

Information provided by Dimensional Fund Advisors LP.
The equity premium is the arithmetic average of the annual Fama/French Total US Market Research Index minus the annual one-month US Treasury Bill.  The size premium is the arithmetic average of the annual Fama/French SmB factor, which is the average of the annual Fama/French US Small Value, US Small Neutral, and US Small Growth Research Indices, minus the average of the annual Fama/French US Large Value, US Large Neutral, and US Large Growth Research Indices. The value premium is the arithmetic average of the annual Fama/French HmL factor, which is the average of the annual Fama/French US Small Value and US Large Value Research Indices, minus the average of the annual Fama/French US Small Growth and US Large Growth Research Indices. The profitability premium is the arithmetic average of the annual Fama/French RmW factor, which is the average of the annual Fama/French US Small Robust and US Large Robust Profitability Research Indices, minus the average of the annual Fama/French US Small Weak and US Large Weak Profitability Research Indices. The term premium is the arithmetic average of the annual Ibbotson SBBI Long-Term Government Bonds index minus the annual one-month US Treasury Bill. The credit premium is the arithmetic average of the average of the annual Barclays US Intermediate Credit A and Baa Indices, minus the annual Barclays US Government Bond Intermediate Index. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is no guarantee of future results. Eugene Fama and Ken French are members of the Board of Directors for and provide consulting services to Dimensional Fund Advisors LP.

International Investing

TAGStone applies its investment philosophy to international stock and bond markets. The firm uses investment funds that seek to capture factors of higher investment returns in international developed and emerging markets across the globe. International investing provides global diversification and the opportunity to capture attractive investment returns in international stock and bond markets.