Focused and Sustainable Investment Solutions

As growth equity investors, JAG invests in stocks that exhibit superior growth characteristics, solid fundamentals, and compelling price appreciation potential.

JAG offers intermediate duration fixed income solutions that seek to maximize total return while mitigating and managing risk.

Adaptive Yield meets current and projected income needs at a prudent amount of risk and volatility.

We have a long history of working with investors focused on SRI (socially responsible investing) and ESG (Environmental, Social, Governance) issues, and we maintain the capability to customize portfolios based upon specific SRI/ESG guidelines.