Portfolio Management for Non-Profits, Endowments & Foundations
Navigate your investment journey with a dedicated partner who cares about your needs.
Invest with Intention and Purpose
Do Not Settle for Boilerplate Solutions
With more than seven decades of experience serving non-profits, endowments, and foundations, JAG specializes in helping organizations meet their mission-based goals and challenges.
Enhance Your Team
We serve as an extension of your internal staff, solving problems, improving processes, and communicating to stakeholders. We help your staff go the extra mile, even when capacity is stretched.
Balance Your Objectives
Define Investment Policy
Focus on Mission
Social Investing for Non-Profits, Endowments & Foundations
Your Structure and Mission Matters.
We understand your mission and structure drive your investment objectives. We have a long history of superior client service and implementation of socially responsible guidelines into our investment process, and a desire to work with you to achieve your goals now and in the future.
While we often customize our SRI screens based upon client-specific guidelines, we have long prohibited against the ownership of equity positions in shares of companies engaged in the manufacture of distilled spirits, tobacco products, and offensive weaponry. Many of our clients have zero tolerance policies on their exclusionary screens. However, our suite of tools allows us to use customized revenue-based thresholds if a client prefers to take a revenue-based “worst offenders” approach to exclusions.
Get More than a Data Point. Get Value-Added Research Insights.
Data is everywhere. What you need is insight. Get the news filtered down to the essentials, so you can stay informed about what’s important. Call your relationship manager for up-to-the-minute insights.
August 22, 2022 The Inflation Reduction Act has major implications for many investment sectors, including Health Care. This Insight focuses on the powers...
Firm Highlights JAG Achieves Third Party Veteran Owned® Business Certification JAG is proud to announce that we have achieved third party certification as a...
June 24, 2022 Reliable, affordable electrical power is a key requirement for US businesses to compete effectively in a global economy and a necessity for...