Exceed Expectations with Boutique Investment Management
Preserve and grow your wealth with an independent, active investment advisory firm.
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Aim Higher With Our Focused and Differentiated Approach
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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.
Strive to Achieve More With Your Investments
Work with people who care deeply about your success.
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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.
JAG Growth Equity Thematic Insights: Q3 2024
September 2024 Summary We have extensively covered Gen AI developments in our previous Insights pieces and Q2 earnings season commentary was consistent with...
2nd Quarter 2024: The Concentration Conundrum
The Concentration Conundrum Enthusiasm for Artificial Intelligence (AI) once again powered the broad market higher last quarter, as the S&P 500 generated...
JAG Growth Equity Thematic Insights: Q2 2024
June 2024 Summary "Creative destruction" is a feature of capitalism and the modern global economy. The forces of innovation push society forward and...
Endeavor to Meet Your Goals with Boutique Investment Management
Don’t settle for less. Partner with our experts and get more from your investments.