Exceed Expectations with Boutique Investment Management
Preserve and grow your wealth with an independent, active investment advisory firm.
Start Your Journey
Aim Higher With Our Focused and Differentiated Approach
Share your goals. We’re listening.
JAG actively invests for institutions, financial intermediaries, and individuals. Our process results in highly selective, nimble, and customizable equity and fixed income strategies. Our team will help you capitalize on opportunities, manage risks, and plan for the future.
Meet Norm Conley, CEO & CIO | 3:18
Strive to Achieve More With Your Investments
Work with people who care deeply about your success.
Active
Take advantage of our insights and expertise. Our research team combs through the data to capitalize on differentiated opportunities when they arise.
Disciplined
Put your investments in the hands of financial experts who utilize a time-tested and consistent approach to portfolio management.
Responsive
Our clients are our most important assets. Get the answers you need and the responsiveness you deserve.
Personalized
Work with advisors who know your name, your goals, and your story — where everyone on our team is 100% committed to growing your investments.
Seek More From Boutique Investment Management
Discover the meaning of white-glove service with our independent investment management advisory services.
Access our Focused Investment Strategies.
When you invest with us, you know your portfolio is carefully curated by expert analysts to take advantage of every opportunity.
Growth Equity Strategies
Aim for long-term growth of capital with our growth equity strategies.
Fixed income Strategies
Mitigate risk and maximize your total return with intermediate duration fixed income solutions.
ESG & SRI Investing
Customize your portfolio with specific socially responsible and environmental, social, and governance guidelines.
Put Your Investments in the Hands of Real People
Decades of Experience. The Foundation of Success.
Expect more when your investment management advisors have the experience, smarts, and independent mindset needed to conquer the markets.
Private Wealth
Expand your financial gains and create a lasting legacy of your life’s work.
Institutional Intermediaries
Support your clients by leveraging our investment strategies and experts.
Nonprofits, Foundations, & Endowments
Create a sustainable financial future for your foundation, nonprofit, or endowments.
Discover The Latest Insights
Stay up-to-date with reports and insights from our analysts and practice leaders.
2nd Quarter 2022: Inflating Worries
Firm Highlights JAG Achieves Third Party Veteran Owned® Business Certification JAG is proud to announce that we have achieved third party certification as a...
1st Quarter 2022: Stormy Weather
Firm Highlights Welcome John! John Krueger joined JAG as a Junior Equity Research Analyst with a focus on cyclical and consumer-oriented companies. John...
4th Quarter 2021: Retrospectives and Perspectives for The New Year
Firm Highlights Welcome George & Adam! George Margvelashvili, CFA® joined JAG as an Equity Research Analyst focusing on companies within the technology...
Endeavor to Meet Your Goals with Boutique Investment Management
Don’t settle for less. Partner with our experts and get more from your investments.
