Investment Management Solutions for Individual Investors
Investment Management Solutions for Individual Investors Investment management for individual investors focuses on aligning portfolios with personal goals, time horizons, and risk tolerance. While strategies may be less complex than institutional portfolios, individual investors face unique challenges related to behavioral decision-making, product complexity, and long-term discipline. Understanding how investment strategies, risk management, professional guidance, and […]
Investment Management Considerations for Institutional Investors
Investment management for institutional investors involves a range of strategies, governance structures, and regulatory considerations intended to support long-term financial objectives. Pension funds, endowments, foundations, and other institutions typically operate under fiduciary obligations that require balancing return objectives, liquidity needs, risk tolerance, and regulatory requirements. Understanding how investment approaches, risk management practices, and oversight frameworks […]
The First Quarter Tax Moves That Matter Most
First quarter tax planning is one of the most impactful ways to shape your financial year ahead. As the new year begins, early tax strategies can provide more flexibility, reduce your overall liability, and help you stay proactive rather than reactive. Too often, taxpayers wait until late in the year (or even until filing season) […]
Finding the Right Active Investment Manager in St. Louis
Finding the Right Active Investment Manager in St. Louis Choosing an active investment advisory firm is an important decision, particularly for investors who value ongoing oversight, risk management, and professional judgment rather than purely passive strategies. The St. Louis region has a long-standing presence in active investment management, serving individuals, families, institutions, and intermediaries across […]
The Case for Active Investing in Today’s Market
At JAG Capital Management, we actively manage equity and fixed income portfolios for institutions and individuals with a long-term perspective and a disciplined investment process. While investment discussions are often framed as a binary choice between active and passive approaches, we believe the decision is more nuanced and highly dependent on market conditions, investor objectives, […]