Invest with JAG

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Proven strategies for growing and preserving capital.

We seek to generate consistentive, sustainable alpha through rigorous research to capitalize on our analytical insights and best ideas.

Growth

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JAG’s active, bottom-up approach targets compelling price appreciation potential in large-cap growth stocks.

Our research identifies stocks with strong earnings and revenue growth potential. Our process is designed to result in a pure growth portfolio with a large cap bias.

Income

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JAG offers two taxable bond strategies that look to maximize total return while mitigating and managing risk.

Our value-centric and research-driven approach identifies opportunities that we believe will provide a dependable source of income and total return.

Insight

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JAG’s insightful research leads to a differentiated view from consensus, which drives investment decision-making.

Our actively managed portfolios are driven by proprietary research performed by a team of experienced investment professionals.

Client Focus

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At JAG, our clients are our most important assets.

We provide superior service and timely communications that meet our clients’ highest expectations.