Jasen Dahm, CFA®, CPA

Jasen is Managing Director of TAG Invest, our investment management strategic partner.

In that role, he is responsible for working with us to design our investment management process. He consults financial advisors on asset management, tax planning, liquidity management, and advanced case design. His prior experience includes running an asset management program, accumulating and managing over $1.1 billion. He is also the author of the Amazon best-selling book Nutshells: Planning Strategies for a Tax-Free, High-Income Retirement.

The TAG Invest process focuses on the areas that add the most value to our relationship with you: tax management, expense reduction, and risk management. TAG Invest builds on a foundation of low-cost passive strategies, adding active elements like actively managed mutual funds and individual stocks to strive for additional return without adding additional risk. These strategies can be customized to your other investments.



TAG Invest is a part of TAG Advisors, the partner that provides many services to support our business. Our strategic partnership with TAG Advisors enables us to have sophisticated back-office functions to deliver more value to clients like you.