Exceed Expectations with Boutique Investment Management

Preserve and grow your wealth with an independent, active investment advisory firm.

Discover What Makes Us Different

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Individuals & Families
Advisors & Consultants
Endowments, Foundations, & Nonprofits
Religious Organizations

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.

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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.

Explore Our Investment Strategies

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.

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Private Wealth

Expand your financial gains and create a lasting legacy of your life’s work.

Grow My Wealth

Institutional Intermediaries

Support your clients by leveraging our investment strategies and experts.

Help My Clients

Nonprofits, Foundations, & Endowments

Create a sustainable financial future for your foundation, nonprofit, or endowments.

Build Our Future

Discover The Latest Insights

Stay up-to-date with reports and insights from our analysts and practice leaders.

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Endeavor to Meet Your Goals with Boutique Investment Management

Don’t settle for less. Partner with our experts and get more from your investments.

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