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.
November 15, 2023 Summary Rising interest rates have led to steep price declines in bond markets. Some bonds trade at deep price discounts even though their...
September 30, 2023 Capital markets have been put through the wringer since the Fed started their rake hike cycle, resulting in many fixed income portfolios...
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...