Institutions / Consultants




Under the brand name JAG Advisors, we offer equity and fixed-income separate account advisory services to the institutional and dealer-wrap marketplace. JAG publishes GIPS-compliant performance composite information in a variety of databases, including PSN, Zephyr, and eVestment Alliance.

Equity Investing
JAG Advisors Large Cap Growth
We are growth stock investors with a strong large cap bias. Our process focuses on ownership of companies with superior earnings and revenue growth characteristics, coupled with a proactive sell discipline to minimize downside risk relative to the Russell 1000 Growth Index.


Fixed Income Investing
Our fixed-income investment philosophy is to achieve the maximum amount of total return potential with a minimum amount of capital risk. This philosophy is embodied in low-turnover, value-centric investment process. Our portfolios maintain a consistently intermediate weighted average duration to moderate interest rate risk relative to the product’s benchmark.

JAG Advisors Corporate Fixed Income
An all corporate strategy with a primary benchmark of the Barclays Intermediate Corporate Index.


JAG Advisors Enhanced Core Fixed Income
Primary benchmarks are the Barclays Intermediate Government/Credit Index and the Barclays Aggregate Index.




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