Partnering for Client Success
JAG is committed to helping you grow your business by providing you with the right portfolio solutions for your clients’ long-term investment needs. Our growth equity and value-centric fixed income strategies are available on multiple platforms and are customizable on a client-specific basis.
In our modern digital world, information is more readily available than ever before, but valuable insights are increasingly difficult to find. We regularly share value-added research insights via email and social media to help our clients and partners navigate the noise of the financial markets. Our accessible portfolio management team is available to support your efforts in assisting your clients to achieve their investment objectives.
Our commitment to client service drives us to offer extraordinary accessibility and transparency into our portfolio decision-making process. We regularly partner with advisors to customize portfolios to adhere to clients’ unique tax, SRI, and/or ESG parameters.
Customizing Client SRI Guidelines
A financial advisor who was developing a potential religious institutional client needed to partner with an outside manager capable of adhering to SRI guidelines to secure the relationship. Drawing on our decades of expertise in working with religious institutions, JAG stepped in and helped the advisor close on $20 million client relationship.
Executing a Tax-Efficient Transition
A team of financial advisors serving a high net-worth client wished to allocate assets to JAG’s strategies, while minimizing transition-related tax ramifications. JAG worked with the advisor and client to design and execute a tax-efficient transition plan to stage the client’s assets into our models over a 12-month time horizon.
Overcoming Language Barriers
A financial advisor serving an international non-profit organization that includes Latin American stakeholders was having difficulty communicating the content of JAG’s quarterly strategy commentaries. JAG partnered with an outside vendor to provide Spanish-language translations of our materials to assist the advisor in providing his clients with value-added information on their portfolios.