Archive for January 2026
JMG’s Investment Process, Designed Around You (Part 4 – Ongoing Management)
By Bill German, Chief Investment Officer, Principal, CFP® and John White, Principal, CFA, CFP® This article is the final installment in our four-part series. In the previous articles we discussed the first three steps in JMG’s Investment Process: Client Analysis, Portfolio Design, and Investment Selection. This article will discuss the final step in our process, Ongoing Management, in which your…
Read MoreJMG Announces New Principals
We are pleased to announce that the following team members have been promoted to Principals at JMG. We appreciate their loyalty and dedication to the firm and to the clients we serve. “I’m honored to step into this role and look forward to continuing to help our clients achieve their goals as part of the…
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