Private Investors
JAG manages most types of investment accounts for private investors, including trust and retirement accounts. We provide discretionary equity and fixed-income portfolio management services directly through our own wrap-fee program. We also have the flexibility to provide our investment management services on a sub-advisory or dual-contract basis through a variety of outside investment firm professionals and broker-wrap fee programs, including the Credit Suisse Preferred Advisors program and selected Smith Barney investment professionals.
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