Institutions
Prudent Investment Oversight for Religious Institutions
We are a committed fiduciary and partner in your stewardship efforts. We believe active investing, informed by independent thinking, gives your organization the best possibility of achieving superior investment returns.
Align Your Organization’s Investments to Your Mission
Our foundation is you.
Since 1945, we have focused on providing investment products and services that seek to preserve capital, provide income for current needs, growth for future needs, and incorporate ethical standards into the investment management process.
Our longstanding history of working with religious institutions gives us a unique perspective and advantage in our work.
Meet Sandy Shotwell, Vice President & Director of Institutional Client Service | 3:11
Mission Driven
We understand growing social and financial capital is a driving force behind your organization’s investment goals
Client Focused
We endeavor to act as an extension of our clients’ staff and we encourage our clients to rely upon us to help solve problems and streamline processes.
Customizable and Flexible
Our expertise and technology allow us to interpret, integrate, and implement complex social guidelines into our investment portfolios.
Uncomplicated
We believe that focused portfolios of individual stocks and bonds can be utilized to generate growth of principal and cash flow to long-term investors.
ESG and Socially Responsible Capabilities for Religious Organizations
Portfolio solutions aligned with your investment objectives.
For many religious clients, we customize our SRI screens based upon specific individual guidelines. Our firm also has a decades-long history of avoiding the ownership of equity positions in shares of companies engaged in the manufacture of distilled spirits, tobacco products, and offensive weaponry. Many of our religious clients have zero tolerance policies on their exclusionary screens, however our suite of tools allows us to use specific revenue thresholds if a client prefers to take a revenue level “worst offenders” based approach to exclusions.
Discover The Latest Insights
Stay up-to-date with reports and insights from our analysts and practice leaders.
1st Quarter 2022: Stormy Weather
Firm Highlights Welcome John! John Krueger joined JAG as a Junior Equity Research Analyst with a focus on cyclical and consumer-oriented companies. John...
JAG Team Insights: Sentiment Index
March 18, 2022 --- Summary The current investment backdrop is reminiscent of the old Chinese curse, “May you live in interesting times.” Between inflation at...
JAG Team Insights: Energy Market
March 8, 2022 --- Summary We expect oil prices to remain high, based on recovering demand along with geopolitical tensions, with oil reserve releases likely...
Give Your Organization the Care it Deserves
Use our carefully-curated, process-driven investment strategies to reach your long-term investment goals.