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Let us help you build a brighter future.

Our team is here to answer your questions and provide you with the information you need to make empowered financial decisions. Whether you’re an individual looking to grow your wealth or an institution seeking comprehensive investment management, we can help.

We are pleased to meet with you at your convenience, whether in-person, over the phone or virtually.

Contact Us

James Investment Research Inc.
1349 Fairground Rd,
Xenia, OH 45385

P: 888-426-7640
F: 937-426-7097

James Advantage Funds
Ultimus Fund Services
P.O. Box 46707
Cincinnati, Ohio 45246-0707

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1349 Fairground Rd
Xenia, OH 45385

(888) 426-7640

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Copyright © 2025 JAMES INVESTMENT RESEARCH, INC. | All Rights Reserved

James Investment Research, Inc. is registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. The information and opinions on this website are for general information only, based on sources we consider reliable, but cannot guarantee its accuracy. It should also not be regarded as a solicitation to buy or sell any securities mentioned. Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or replacement for, personalized financial advice, as it does not take into consideration your unique financial situation, goals, or requirements.

Investing involves risk, including the loss of principal. Past performance is no guarantee of future results.

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  • About
    • Overview
    • Meet Our Team
    • Core Values
    • Community Involvement
    • Monthly Charitable Giveaway
    • Careers
  • Services
    • FOR INDIVIDUALS
      • Wealth Management
      • Estate Planning
      • Financial Planning
      • Retirement Planning
      • Strategic Tax Planning
      • Insurance Guidance
      • Charitable Planning
      • Major Life Events
    • FOR INSTITUTIONS
      • Investment Management
      • Strategies
      • Mutual Funds
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  • Mutual Funds
    • Prices & Performance
    • Balanced: Golden Rainbow
    • Small Cap
    • Micro Cap
    • Aggressive Allocation
    • Forms & Reports
    • Invest With Us
  • Insights
    • All Topics
    • Market Commentary
    • Education
    • Radio
    • Media
  • Schedule a Consultation
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