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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.
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Firm Highlights JAG Achieves Third Party Veteran Owned® Business Certification JAG is proud to announce that we have achieved third party certification as a...
Firm Highlights Welcome John! John Krueger joined JAG as a Junior Equity Research Analyst with a focus on cyclical and consumer-oriented companies. John...
Firm Highlights Welcome George & Adam! George Margvelashvili, CFA® joined JAG as an Equity Research Analyst focusing on companies within the technology...