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
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.
Strive to Achieve More With Your Investments
Work with people who care deeply about your success.
Active
Disciplined
Responsive
Personalized
Seek More From Boutique Investment Management
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.
1st Quarter 2025: Tariff Tantrum Turbulence
Tariff Tantrum Turbulence As usual, we completed a rough draft of this commentary a week or so prior to the end of the quarter. We had planned to deliver a...
JAG Growth Equity Thematic Insights: Q1 2025
April 2025 If you're feeling a bit overwhelmed by the tsunami of news so far in 2025 - rest assured, you are not alone. The financial markets have been...
JAG Fixed Income Thematic Insights: Q1 2025
March 2025 - Context on Credit Spreads: Should Investors be Concerned? Summary Our clients routinely ask us to comment on the overall levels and trends in...
Endeavor to Meet Your Goals with Boutique Investment Management
Don’t settle for less. Partner with our experts and get more from your investments.
