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Financial Intermediaries

Straightforward Investments and Uncompromising Support

Easy to understand. Easy to communicate. Backed by a responsive team that ensures you get the answers you need – when you need them.

Who We Serve

JAG Capital Management partners with financial advisors, broker-dealers, RIA platforms, and other intermediaries who seek to strengthen client relationships through disciplined, active investment management. We understand the trust you’ve built with your clients, and we work to enhance it through a collaborative and transparent approach.

Why Financial Intermediaries Choose JAG

Proven Investment Approach

Our strategies are grounded in decades of market experience, combining a rigorous investment process and unwavering sell discipline.

Straightforward Investment Solutions

Our active equity & fixed income strategies focus on stocks and bonds.
We avoid the complexity of opaque instruments, so our strategies remain clear, transparent, and built for long-term trust.

Simplified Quarterly Meetings

Every client invested in one of our model strategies owns the same securities, no fillers, no surprises. Save time preparing for client meetings knowing exactly what your clients own, and why.

Clear Communication & Access to Decision-Makers

Our institutional-quality reporting, timely updates, and accessible portfolio managers make it easy for you to keep clients informed and confident.

Flexibility

Whether through separately managed accounts, model portfolios, or platform integrations, we make our strategies accessible in the way that best fits your business.

Alignment

JAG’s employees and families have millions invested in our strategies alongside our clients. We believe in our approach and have significant "skin in the game."

Let’s Build Success Together

Discover how JAG Capital Management can help you strengthen client relationships and grow your business.

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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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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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