Achieve Your Long-Term Investment Goals With Confidence
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
Finding the Right Advisory Firm Isn’t Easy.
Amid countless options, it’s hard to find a partner who truly listens, understands your goals, and delivers results. At JAG, we offer clarity and confidence through our focused approach.
We can help:
At JAG, we deliver a transparent, disciplined approach built for long-term outcomes. We invest our own capital in the same strategies we offer clients, because alignment matters. As a fiduciary, we prioritize your mission—not market fads—and stay accountable through every market cycle.
Tailored Solutions
Every client is different. We design custom strategies to align with your unique goals and constraints.
Deep Expertis
Our team brings institutional experience, market insight, and research-backed strategies to your portfolio.
True Partnership
We don’t just manage money — we build long-term relationships based on trust, transparency, and performance.
Top-10 PSN Bull & Bear Masters
Our Large Cap Growth strategy ranked among PSN’s Bull & Bear Masters Top 10 (3‑year period ending March 31, 2025).
GIPS®‑Verified Performance
Our equity and fixed-income composites are fully GIPS‑compliant, audited and independently verified since 1996.
Certified Veteran‑Owned® RIA
As a Certified Veteran‑Owned® RIA, our leadership invests personal capital alongside clients—ensuring full alignment.
Morningstar‑Rated Large Cap Growth
Our flagship Large‑Cap Growth Fund (Class I: JLGIX) holds a Morningstar rating and ranks among top performers in its category.
Who We Serve
Institutions
Institutios
Financial Intermediaries
Financial Intermediaries
Individuals & Families
Individuals & Families
Our Strategies
Each strategy is built on discipline, research, and alignment with your goals.
Growth Equities
Concentrated, high-quality equities selected through our SPVM process to compound capital over time.
Fixed income
Research-driven, credit-focused bonds designed for consistent returns and low duration risk.
Socially Responsible Investing (SRI)
Portfolios aligned with your values, emphasizing ethical, sustainable investment principles.
JAG Capital Funds
A U.S. large-cap growth fund built on the same principles as our core growth strategies.
This eBook is a short, sharp guide to the most common - and costly - mistakes investors make.
Learn why even smart, experienced people sabotage their portfolios and how to avoid emotional traps and poor long-term outcomes. If you’re serious about protecting your wealth, this is the handbook for what NOT to do.
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1610 Des Peres Road, Suite 340
St. Louis, MO 63131
314.997.1277
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