JMG FINANCIAL GROUP Overview
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 03/31/21. The fund's latest filing disclosed 2BN in positions, representing 87% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/04 to 03/31/21. The fund's latest filing disclosed 2BN in positions, representing 87% of the manager's regulatory AUM.
JMG FINANCIAL GROUP StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
JMG FINANCIAL GROUP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VOO | 22.19% | ETF | 11.17% | -0.03% | 0 | 0% | ||
| VO | 17.51% | ETF | 8.07% | -0.61% | 2 | 0% | ||
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FEATURED IN
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.
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The Registrant may also util...
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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.
11
The Registrant may also util...
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JMG FINANCIAL GROUP Portfolio Concentration
JMG FINANCIAL GROUP Location
2301 W. 22ND STREET SUITE 300
OAK BROOK, Illinois
UNITED STATES, 60523-1264
OAK BROOK, Illinois
UNITED STATES, 60523-1264
JMG FINANCIAL GROUP Contact Information
Phone Number: 630-571-5252
Fax Number: 630-571-3821
Website: http://jmgfinancial.com
Fax Number: 630-571-3821
Website: http://jmgfinancial.com
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