Your Long-Term Goals, Our Focus
JAG actively manages focused equity and fixed income portfolios for institutions, intermediaries, and individuals.
Aligned investments to your mission
Active strategies that adapt with the market
Fiduciary stewardship you can rely on
The JAG Way
Forward. Together.
At JAG, we believe clarity and discipline are the foundation of lasting growth. We invest alongside our clients. Because alignment isn’t a slogan, it’s skin in the game. Together, we build portfolios that endure, strategies that adapt, and confidence that carries forward.
Our Core Values
Curious
We embrace continuous learning and the pursuit of innovative solutions to support our clients and colleagues.
Collaborative
United by our shared commitment to client success, we value diverse perspectives and bring a team-oriented mindset to our daily work.
Adaptive
As committed professionals operating in a competitive and dynamic industry, we welcome change as an opportunity for long-term growth.
Accountable
We own our actions and our results. We approach both successes and challenges with transparency, humility, and grace.
Who We Work With
Institutions
Nonprofits, foundations, endowments, and religious organizations seeking an experienced long-term partner.
Financial Intermediaries
Consultants, platforms, and financial advisors who value active investment management, transparency, and consistency.
Individuals & Families
Private clients seeking personalized strategies and direct access to their investment team.
approach
Our Strategies
Growth Equities
Our focused and differentiated strategies incorporate our best ideas, investing in companies that exhibit superior growth characteristics, strong fundamentals, and compelling price appreciation potential.
Fixed Income
Research-driven, credit-focused fixed-income strategies targeting reliable total returns while mitigating duration risk.
JAG Capital Funds
Our focused and differentiated large cap growth strategy is available in a 1940 Act mutual fund.
Enduring
Prudent & Purpose-Driven. Since 1945
JAG has served generations of clients with integrity, clarity, and discipline. Our approach is grounded in accountability and collaboration, guided by curiosity and a willingness to adapt. We lead with a disciplined philosophy that has endured across multiple market cycles.
What Sets Us Apart
Invested Alongside Clients
With millions of personal capital committed, JAG team members and their families invest directly in our strategies and funds.
Certified Veteran‑Owned® RIA
As a Certified Veteran Owned® RIA, our leadership invests personal capital alongside clients ensuring full alignment.
GIPS® Verified Compliance
*Independent, firmwide verification of GIPS® compliance dating back to 1996.
Disciplined, Repeatable Process
Built on a structured approach that emphasizes risk awareness — refined over decades to help clients achieve lasting outcomes.
*JAG Capital Management, LLC claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute®. CFA Institute® does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. A GIPS® Report and/or list of composite descriptions can be obtained from Kate Hurt at khurt@jagcap.com or 314.447.2510.
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