Investment Strategies
Explore our independently-curated active investment strategies.
Expect More with Active Investment Strategies
Invest in individual companies, hand-selected by our expert analysts.
Curated Portfolios
Partner with an active advisory firm, with analysts who constantly monitor and improve portfolios to maximize long-term returns.
Our Strategies are Our Own
“We eat our own cooking.” Our strategies are developed in-house and used by members of the JAG team for our own investments.
Striving to Meet Your Goals
Our portfolios and performance are not beholden to benchmarks; instead, we aim to add value by finding and exploiting opportunities.
Structured around Opportunities
Capitalize on opportunities with a portfolio strategically built around high-quality growth equity investments & value-centric fixed income investments.
Tech-supported Investments
Our intentional use of technology enables the investment team to make timely and prudent decisions.
Simple. Made to Work.
Minimize Cognitive Bias with Process-Driven Portfolio Curation
Make smarter investment decisions.
Anyone can invest in stocks and attend to the daily influx of data, but our analysts know how to filter that data, silence bias, and make non-emotional decisions that aim to create wealth for our clients.
Meet Norm Conley, CEO & CIO | 3:18
Explore Our Active Investment Strategies
Find a carefully-curated, active investment strategy that aligns to your long-term needs.
Growth Equity Strategies
Seek compelling price appreciation potential with our growth equity strategies.
Fixed Income Strategies
Mitigate interest rate risk with our steadfastly intermediate duration fixed income solutions.
ESG & SRI Investing
Customize your portfolio with specific socially responsible and environmental, social, and governance guidelines.
Identify and Exploit Market Opportunities
We develop strategies that aim to extract gains from opportunities.
“Dalai Lama XIV said, ‘Know the rules well, so you can break them effectively,’ and our investing philosophy is similar. We know the theories — and we know that things don’t actually happen like that. We see an opportunity and make it happen for our clients.”
Mike Kimbarovsky
Managing Director & Portfolio Manager
Rely on Tested Processes and a Drive to Succeed
Partner with advisors and analysts experienced in assessing the markets and finding opportunities from which you benefit.
Filter The Data
The amount of data available is overwhelming, which is why working with a partner who knows how to sift through incoming information is so important.
Identify Opportunities
Take Actionable Steps
Build Active Portfolios
We aim to create active investment strategies that take advantage of opportunities and market conditions to best serve our clients.
Adapt to New Insights
Stay Up-to-Date on Market News
Check out our quarterly commentary and blog for insightful capital management news.
JAG Team Insights — An Electric Opportunity: Grid Reliability
March 9, 2023 Grid reliability is becoming increasingly important as our energy needs and dependence continue to grow. The COVID-19 pandemic marked an...
JAG Team Insights — The Debt Ceiling Debate & Financial Market Impacts
February 17, 2023 Raising the debt ceiling is a regular feature of the US political and financial landscape. Since June 1942 the Federal borrowing limit has...
JAG Team Insights — Fixing Your Fixed Income Allocation: Back to Basics
December 31, 2022 Capital markets were put through the wringer in 2022, resulting in many fixed income portfolios failing to achieve their stabilizing role in...
Invest with Confidence in our Active Investment Strategies
Use our process-driven investment strategies to reach your long-term investment goals.
