Investing Driven by Research
At James Investment, every portfolio begins with research. We believe growing assets and managing risk are connected responsibilities, so we weigh the opportunity and the risk in every investment.
Our research team evaluates the broader economic environment alongside individual opportunities. Three factors guide our security selection: relative value, profitability and momentum.
We use this research to build and actively manage portfolios, with attention to risk, capital preservation and long-term growth. As market conditions change, we review holdings and adjust positioning within each portfolio’s objectives.
What You Can Expect
- Personal Attention: Investment objectives that reflect your needs and priorities.
- Independent Research: Decisions informed by our team’s ongoing analysis.
- Active Management: Continued oversight of investments and portfolio positioning.
- A Disciplined Process: A consistent framework for evaluating opportunities and managing risk.
- Clear Communication: An understanding of your portfolio and how it is managed.
Ways to Invest With James
Our investment strategies are available through several account options, depending on the strategy and your needs.
INDIVIDUALLY MANAGED ACCOUNTS
Work directly with James for customized portfolio management, available for accounts starting at $1 million.
SEPARATELY MANAGED WRAP FEE ACCOUNTS
James professionally manages a portfolio of individual securities that you own directly. A wrap fee bundles investment management and specified account services into one fee.
JAMES MUTUAL FUNDS
Own shares of a professionally managed fund, rather than the individual securities it holds.
Our Investment Strategies
Whether your priority is long-term growth, balancing growth with capital preservation, or investing in a particular area of the market, we’ll help you identify the strategy, or combination, suited to your goals.
BALANCED
Our balanced portfolios combine stocks, bonds and cash equivalents, seeking long-term growth while emphasizing risk management and capital preservation. Allocations are actively managed as our research identifies changing opportunities and risks.
EQUITY
Our equity portfolios invest in stocks across company sizes, with cash equivalents used as part of portfolio management. Research guides our selection of companies and our assessment of their growth potential, valuation and risk.
SMALL CAP
Our small-cap portfolios focus on smaller companies with long-term growth potential. Through disciplined research, we seek opportunities that may receive less attention than larger, more widely followed businesses. Smaller-company stocks can experience greater volatility.
MICRO CAP
Our micro-cap portfolios focus on some of the market’s smallest publicly traded companies. We use in-depth research to identify opportunities in this less widely followed segment, recognizing the greater volatility and liquidity risks these investments can carry.
A History of Investing
Founded in 1972, James has managed investments through decades of economic change and challenging markets. That experience continues to inform our research, our emphasis on capital preservation and the care we bring to managing client portfolios.
Your Investments Shouldn’t Operate in a Silo
Because financial planning, tax planning and estate planning all happen under one roof at James, your portfolio can be managed with your whole financial picture in mind. Your advisor, planner and tax team work together, so you don’t have to coordinate them yourself.
Let’s Find the Right Fit
Start with a conversation about what you want your investments to accomplish. We’ll explain how James can help and discuss an approach suited to your needs.
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