Investors looking for investment services have thousands of choices. As a 100% employee-owned boutique investment firm, we view our service culture as a key competitive differentiator. There are three main principals that guide our approach to developing enduring partnerships with our clients:

  1. Communication: When you contact JAG, you will interact with a real person – not a recording. Your calls and emails will be answered promptly.
  2. Transparency: We regularly share our research insights, performance commentaries, and related information with our clients and stakeholders.
  3. Accessibility: We make our investment decision-makers accessible to clients to answer questions and discuss their portfolio positioning.