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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.
Meet Norm Conley, CEO & CIO | 3:18
Strive to Achieve More With Your Investments
Work with people who care deeply about your success.
Take advantage of our insights and expertise. Our research team combs through the data to capitalize on differentiated opportunities when they arise.
Put your investments in the hands of financial experts who utilize a time-tested and consistent approach to portfolio management.
Our clients are our most important assets. Get the answers you need and the responsiveness you deserve.
Work with advisors who know your name, your goals, and your story — where everyone on our team is 100% committed to growing your investments.
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.
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.
Discover The Latest Insights
Stay up-to-date with reports and insights from our analysts and practice leaders.
Market Overview Stocks enjoyed a broad and powerful rally in the fourth quarter as the major US stock indices posted strong quarterly gains, including the...
TWST’s Interview with JAG CEO/CIO Norm Conley “Magnificent Seven Could Continue to Dominate for a Long Time”
December 14, 2023 --- Learn about JAG's history, investment philosophy, stock selection process, favorite investments, 2023 performance, and our 2024...
Market Overview Stocks had a strong start to the third quarter before pulling back in August and September. Overall, the S&P 500 ended the quarter with...