Case Studies


  Proprietary Papers




Margolis Advisory Group is widely trusted as an industry expert.

Investors Need Better Balance of Investment/Business Sides, Extremes Are Worrisome
aiCIO, March 5, 2012

A Standout Year in 2009 for Insurance Asset Managers
Insurance Asset Manager, April 2010

Adjusting to Post-crisis Markets will Take Time and Patience, says Asset Manager Advisor Jeff Margolis
Insurance Asset Manager, December 2009

Jeff Margolis:
Timing Is Good For Solo Ride As Asset Manager Advisor
Insurance Asset Manager, July 2009

Former TIAA-CREF Biz Development Head Launches Firm
Emerging Manager Monthly, April 2009, Vol. IV, Issue 4