Archive for November 2025
JMG’s Investment Process, Designed Around You (Part 3 – Investment Selection and Implementation)
By Bill German, Chief Investment Officer, Principal, CFP® and John White, Principal, CFA, CFP® This article is the third in a four-part series. In the previous articles we discussed the first two steps in the overall investment process: Client Analysis and Portfolio Design. In this edition, we will discuss the third step in our process, Investment Selection and Implementation, in which…
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