COMPANY

Founded in 1997, MTAG is a privately held financial services and investment firm specializing in the acquisition, recovery and servicing of specialized financial assets. MTAG provides capital, experience and execution, and has acquired and managed more than $5.0 billion in assets since inception. Our team is comprised of highly skilled professionals with comprehensive experience in the complex specialized financial asset servicing industry. From years of involvement on the investor side, we understand the critical consequences of accuracy, reporting, communication and prompt follow-up. We are acutely aware of the direct impact these actions have on the return to investors which is why we approach the servicing of our clients’ assets as if they were our own.

 

Partners

Jim Meeks
Chief Executive Officer
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Adam Berman
Chief Operating Officer
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Rob Vickers
Controller
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Gilles Michaud
Operations and Client Relations Manager
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COMPANY

MTAG has experience with and understands unique real estate situations. Managed by a team with over 100 years of experience in the specialized financial asset business. MTAG has a strong reputation for navigating through complex due diligence, managing unique assets and situations, maintaining a highly controlled transactional environment, and providing highly effective asset management.

At MTAG, our mission is to provide solutions for investing in and managing specialized financial assets.

General Inquiries 

(866) 404-4200 

Email MTAG

MTAG Financial, LLC

111 Coleman Blvd., Suite 400

Mount Pleasant, SC 29464

The information on this website is for informational purposes only, and is not an offering of or a solicitation to purchase securities or otherwise make an investment. Copyright 2020 MTAG Financial, LLC. All rights reserved.