Jmg Financial Group Ltd. is an investment advisor that manages 1.9 BN dollars in regulatory AUM and has 34 employees, of which 33 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/04 to 06/30/16. The fund's latest filing disclosed 579MM in positions, representing 31% of the manager's regulatory AUM.


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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

JMG FINANCIAL GROUP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VOO 12.94% ETF 3.1% -0% 0 5%
VO 12.14% ETF 3.18% 0% 0 2%
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JMG FINANCIAL GROUP Founders and Key Employees

Name Title In Position Since
Robert T. Meeks Shareholder And Chief Investment Officer February-1994
Douglas R. Evans Shareholder, Director Of Financial Advisory Services, And President February-1989
Marita A. Sullivan Shareholder And Chief Executive Officer April-1989
Yonhee C. Gordon Shareholder, Chief Operating Officer, And Secretary August-1998
Steven P. Medwed Shareholder, Treasurer, And Chief Financial Officer January-1999
Dennis R. Marx Shareholder And Senior Vice President February-1994
William E. Dever Shareholder January-2001
David S. Morgan Shareholder January-2005
William G. Waight Shareholder And Senior Vice President July-2007
Melissa A. Walsh Shareholder July-2007
Anthony D. Cecchini Shareholder And Chief Compliance Officer July-2007
Matthew J. Grubb Shareholder January-2012
Jason R. Ohallen Shareholder January-2015

JMG FINANCIAL GROUP Brokers, Custodians, Auditors and Administrators

Type Company

JMG FINANCIAL GROUP Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. The Registrant may utilize the following methods of security analysis:
 Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)

The Registrant’s primary investment strategy is strategic asset allocation. Registrant identifies and states the client’s objectives and constraints, formulates an investment policy statement, and creates a strategic asset allocation. The strategic asset allocation specifies the major asset classes and exposure limits and is designed to meet the long run objectives given the client’s constraints and realistic market expectations for risk and return. Registrant may also employ tactical asset allocation. Tactical asset allocation represents a deviation from the strategic asset allocation in order to exploit a perceived insight about the market.

The Registrant may also util...
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JMG FINANCIAL GROUP Portfolio Concentration


2301 W. 22ND STREET SUITE 300
OAK BROOK, Illinois
UNITED STATES, 60523-1264

JMG FINANCIAL GROUP Contact Information

Phone Number: 630-571-5252
Fax Number: 630-571-3821



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