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Client Focus

Service Culture

JAG Culture of Service

As a boutique firm overseeing actively-managed investment portfolios, we have always believed that our commitment to delivering superior service is an important differentiator.

In practice, this means that we commit to making our investment decision-makers accessible and accountable to all of our clients. Our focused staff and our flat, client-facing organizational structure support our goals of delivering superb service – every day and all the time.

We endeavor to provide ourselves as an extension of our clients’ professional staffs, and encourage them to rely upon us to help them solve problems and streamline processes.

JAG is committed to:

  • Strict adherence to our investment philosophy and process
  • Accurate and dynamic implementation of that process
  • Superior client service and communications