JMG Financial Group Ltd.

JMG Financial Group Ltd.

JMG Financial Group Ltd.

Overview
Date Founded

1984

Headquarters

2301 West 22nd Street,Suite 300,Oak Brook, IL 60523-1224

Type of Company

Private

Employees (Worldwide)

35

Industries

Investment Services & Portfolio Management

Company Description

JMG Financial Group takes a long-term approach when developing and implementing a client's investment strategy. The firm's approach is based on their belief that choosing a sensible asset allocation strategy and having the discipline to maintain that allocation are the keys to achieving successful long-term investment results. JMG primarily allocates client investment assets among various individual equity (stocks) and fixed income securities, mutual funds, ETFs, ETNs, private funds, and unaffiliated sub-advisors, on a discretionary and non-discretionary basis.

Executives & Employees

Chief Executive Officer

President

Chief Investment Officer

Principal & Co-Chief Investment Officer

Principal & Chief Compliance Officer

Shareholder, Chief Operating Officer & Secretary

Principal & Senior Vice President

Principal & Director, Research Team

Director of Tax

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Board of Directors

Former Shareholder & Chief Executive Officer at JMG Financial Group Ltd.

Chief Executive Officer at JMG Financial Group Ltd.

President at JMG Financial Group Ltd.

Shareholder, Chief Operating Officer & Secretary at JMG Financial Group Ltd.

Chief Investment Officer at JMG Financial Group Ltd.

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Awards & Honors
Rank #114
2015
Financial Advisor Magazine - Top RIA Survey, Asset Category: $1 Billion and Over
Rank #102
2014
Financial Advisor Magazine - Top RIA Survey
Rank #102
2014
Financial Advisor Magazine - Top RIA Survey, Asset Category: $1 Billion and Over