Asset Management
Through JAG Advisors, we provide proprietary asset management services to non-profit institutions, corporations, and affluent individuals across the United States. We offer a variety of separately-managed account strategies to our clients, encompassing domestic equity, fixed-income, and balanced investment mandates.
Religious Institutions
Against the ever-changing backdrop of the financial markets and religious life, we have been constant partners with our clients as stewards of their financial resources. Since 1945, we have focused on providing investment products and services that seek to preserve capital, provide income for current needs, growth for future needs, and incorporate ethical standards into the investment management process.
Private Wealth Management
We provide highly customized financial advice, investment solutions, and brokerage services to individuals and families. Our financial advisors work to construct, implement, and monitor an asset allocation strategy that will help each client achieve their goals.
Institutional Equity Sales
Our trading team has cultivated long-standing relationships with over 35 years of combined experience with mutual funds, investment advisory firms, banks, pension funds, insurance companies, hedge funds, and other money management enterprises.