Since 1972
Helping You Achieve Your Life Goals
Managing wealth can feel overwhelming, especially in a constantly changing financial landscape filled with conflicting advice. It’s easy to feel lost and unsure of who to trust.
At James Investment, we believe that your financial journey deserves expert guidance every step of the way. Our team is committed to helping you navigate the complexities of wealth management, offering a proactive partnership that goes the extra mile to ensure your financial success.
We recognize that your finances touch every aspect of your life. That’s why we take the time to understand your unique needs and goals. Unlike many advisors, we don’t just react to market trends—we actively monitor your portfolio and make adjustments as needed to keep you on track. We value integrity and always put your interests first, fulfilling our fiduciary responsibility with unwavering commitment.
Why Choose Us?
Experience “The James Difference” as we simplify wealth management and provide unparalleled personalized service for your financial success.
Comprehensive Wealth Solutions
Our in-house team of seasoned professionals offers a diverse range of services, making us your go-to destination for all your wealth management needs.
Tailored Approach
We consider every aspect of your financial well-being, forging strong relationships while crafting comprehensive plans and portfolios for optimal outcomes.
Generational Wealth Management
We specialize in assisting, managing, and facilitating wealth transfer across generations, safeguarding your family’s financial legacy.
In-House Team
Simplify your financial journey with streamlined processes, consolidated account visibility across multiple locations, and unmatched convenience for a hassle-free experience.
Independent Research
Since 1972, we have been conducting our own research, giving us a unique edge in understanding market dynamics, and uncovering hidden investment opportunities.
Locally Owned & Operated
Nestled near Dayton, Ohio, our independent family firm provides unbiased, tailored advice to our clients’ unique financial objectives.
The Courage & Vision Behind Our Success
Our founder, Dr. Francis Edward James, Jr., was a distinguished USAF Colonel and a trailblazing economic theorist. After an impressive 22-year military career, which included service in Korea, the Cold War, and Vietnam, he, along with his wife and sons established James Investment Research. The company quickly gained national recognition for his pioneering stock market research and innovative investment strategies, earning praise from top financial publications.
Dr. James lived with unwavering courage, embodying his favorite stock market saying: “It takes a lot of courage, but if you tend to do what everyone else is doing, you tend to get average results.” His exemplary work ethic and bold approach continue to shape the values and vision of our company today.
Our History
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