Institutions

Disciplined Investments for Long-Term Institutional Success

Delivering disciplined, research-driven investment strategies to institutions.

Our Approach

institutional investment st louis

At JAG Capital Management, we specialize in serving institutional investors who demand consistency and accountability. Our clients include pensions, foundations, endowments, religious organizations, and other institutional stewards of capital. 

We understand the unique fiduciary responsibilities and governance structures you operate within, and we ensure our strategies align with those priorities.

Why Institutions Choose JAG

Behind every allocation is a mission. We bring discipline, transparency, and alignment to every relationship, because institutions deserve more than promises. They deserve a partner invested in their success.

Disciplined Investment Philosophy

Our active equity & fixed income strategies are process-driven and constructed with intentional risk-parameters that provide consistency and repeatability.

Transparency & Accountability

As an independent, 100% employee-owned firm, we are fully aligned with our clients. We provide institutional-grade reporting, ongoing communication, and a level of responsiveness that builds long-term trust.

Customization & Consultation

Whether you’re integrating JAG into a broader asset allocation framework or building out a specialized sleeve, we work with investment committees, consultants, and stakeholders to tailor our engagement to your needs.

Long-Term Partnership

With roots dating back to 1945, JAG is not just a manager. We are a strategic partner committed to your mission, goals, and beneficiaries.

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.
SRI Capabilities
Values-aligned portfolios to pursue growth with integrity and impact.

Ready to Partner with a Disciplined Investment Manager?

Request a sample RFP on the firm and our investment strategies.

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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:

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.

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:

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.

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.

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.”

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:

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.