Launched in 2022, the platform serves as an optional resource for advisors within the TAG Advisors network. CEO Gregory Raines attributes the growth to a strategy that replaces expensive, one-size-fits-all models with a customized, case-by-case approach. By removing intermediaries and layering fees, the firm aims to return time to advisors, allowing them to focus on client planning and tax strategy rather than manual portfolio building.

Managing Director Jasen Dahm noted that the firm’s proprietary "Investment Construction" methodology relies on an investment committee of CFA charterholders. The process integrates client risk profiles and cash-flow requirements, utilizing a mix of low-cost index funds and active management. This framework, now supporting over $24 billion in total firm assets under advisement across more than 450 professionals, provides access to separately managed accounts and structured notes. With this momentum, the organization is currently outpacing its long-term growth projections.