Trust Advisory Group Ltd

Trust Advisory Group, LTD provides discretionary and non‑discretionary investment management, financial planning, and consulting to individuals (including both non‑high‑net‑worth and high‑net‑worth clients) as well as institutional sponsors of retirement plans. The firm also offers ERISA plan consulting and annuity allocation services, and it acts as sub‑advisor or promoter for third‑party managers when appropriate.

Investment programs are delivered through a mix of proprietary model portfolios (TAG Model Solutions), advisor‑managed accounts, and third‑party money managers, with portfolio implementation supported by platforms such as Envestnet and Advyzon and by model overlay or tax‑overlay tools. Advisors may combine mutual funds, ETFs, individual securities and TPMM models to meet client objectives, and accounts are reviewed periodically with custodial relationships limited to approved custodians.

What sets TAG apart from many multi‑team peers is its affiliation with StoneX Group and its clearing affiliate SFI, an SEC‑registered broker‑dealer that is also a futures commission merchant and an NFA member, giving the firm access to futures/commodity market infrastructure even though TAG itself does not provide commodity or futures advisory services. The firm also documents experience serving retirement plan sponsors (including ERISA work that can extend to public entities) and uses held‑away account management tools (e.g., Pontera) to manage defined‑contribution participant accounts, features that are less common among similarly sized multi‑team advisers.