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Whether you represent an institution, advise clients, or manage your family’s wealth, our team is here to listen, answer questions, and explore how we can help you achieve your long-term investment goals.

Empowering Institutions with disciplined, research-driven investment solutions.

Office Location

1610 Des Peres Road, Suite 120
St. Louis, MO 63131
314.997.1277

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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.

Important Notice

This document contains investment performance information and is intended solely for Institutional Investors and Financial Intermediaries.

By clicking "Accept" below, you confirm that you are:

  • An Institutional Investor (as defined by applicable securities laws), or
  • A Financial Intermediary accessing this information in the course of your professional duties.

This material is not intended for retail investors and should not be distributed or relied upon by any person other than the intended audience. Performance data presented may be based on past results, which do not guarantee future performance.

If you do not meet the qualifications above, please click "Decline" to return to the homepage.

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Important Notice

This document contains investment performance information and is intended solely for Institutional Investors and Financial Intermediaries.

By clicking "Accept" below, you confirm that you are:

  • An Institutional Investor (as defined by applicable securities laws), or
  • A Financial Intermediary accessing this information in the course of your professional duties.

This material is not intended for retail investors and should not be distributed or relied upon by any person other than the intended audience. Performance data presented may be based on past results, which do not guarantee future performance.

If you do not meet the qualifications above, please click "Decline" to return to the homepage.

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eMoney

eMoney is an industry-leading financial planning platform designed to help advisors, planners, and RIAs deliver personalized, comprehensive financial advice to clients across all stages of life.

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Nitrogen

Nitrogen is a client-engagement and advisor platform built to bring clarity, quantification, and alignment to risk tolerance and portfolio construction. It uses a proprietary system that simplifies risk into a single, objective metric — the Risk Number® — allowing advisors and clients to speak the same language about risk, rather than relying on vague, subjective labels like “moderate” or “aggressive.”

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Important Notice

This document contains investment performance information and is intended solely for Institutional Investors and Financial Intermediaries.

By clicking "Accept" below, you confirm that you are:

  • An Institutional Investor (as defined by applicable securities laws), or
  • A Financial Intermediary accessing this information in the course of your professional duties.

This material is not intended for retail investors and should not be distributed or relied upon by any person other than the intended audience. Performance data presented may be based on past results, which do not guarantee future performance.

If you do not meet the qualifications above, please click "Decline" to return to the homepage.

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