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Comprehensive Wealth Management

Addressing all aspects of your financial well-being, our financial planners create a comprehensive financial plan customized specifically for you.

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Investment Management

Utilizing our diverse investment strategies, we build and actively oversee portfolios designed to align with your objectives and your core values.

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Estate Planning

Guiding each step, we help create estate documents designed to help protect your assets, honor your wishes, and preserve a lasting legacy.

At James, we specialize in helping people prioritize and achieve their goals, no matter where they are on their financial journey.

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About James Investment

Established in 1972 and nestled on a sprawling 35-acre campus near Dayton, OH, our team has been dedicated to serving the needs of the investment community. Committed to goals-based advice and cultivating enduring relationships, we offer unwavering guidance through volatile markets and major life events.

Our in-house team and diverse services make us a go-to destination for your wealth management needs. Experience simplicity and thorough guidance on your journey to financial success.

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Helpful Resources

4th Quarter 2024 Outlook

4th Quarter 2024 Outlook

By James Investment / October 2, 2024

An Indepth Forecast Of The Year 2024 Third Quarter Recap...

3rd Quarter 2024 Outlook

3rd Quarter 2024 Outlook

By James Investment / July 2, 2024

An Indepth Forecast Of The Year 2024 Second Quarter Recap...

2nd Quarter 2024 Outlook

2nd Quarter 2024 Outlook

By James Investment / April 9, 2024

An Indepth Forecast Of The Year 2024 First Quarter Recap...

2024 Economic Outlook

2024 Economic Outlook

By James Investment / December 21, 2023

An Indepth Forecast Of The Year 2024 2023 Recap The...

4th Quarter 2023 Outlook

4th Quarter 2023 Outlook

By James Investment / October 3, 2023

An Indepth Forecast Of The Year 2023 Third Quarter Recap...

Market Commentary – November 2024

Market Commentary – November 2024

By James Investment / October 31, 2024

Monthly Recap US Equities Extend Rally on Broad Participation The...

4th Quarter 2024 Outlook

4th Quarter 2024 Outlook

By James Investment / October 2, 2024

An Indepth Forecast Of The Year 2024 Third Quarter Recap...

Market Commentary – September 2024

Market Commentary – September 2024

By James Investment / September 3, 2024

Monthly Recap August Market Volatility: First the Crash, then the...

Market Commentary – August 2024

Market Commentary – August 2024

By James Investment / August 5, 2024

Monthly Recap A More Accommodating Monetary Policy Expectations of potential...

3rd Quarter 2024 Outlook

3rd Quarter 2024 Outlook

By James Investment / July 2, 2024

An Indepth Forecast Of The Year 2024 Second Quarter Recap...

Market Commentary – June 2024

Market Commentary – June 2024

By James Investment / June 5, 2024

Monthly Recap In May, U.S. stock markets experienced a significant...

Market Commentary – May 2024

Market Commentary – May 2024

By James Investment / May 7, 2024

Monthly Recap Persistent Inflation & Shifting Monetary Policy As we...

2nd Quarter 2024 Outlook

2nd Quarter 2024 Outlook

By James Investment / April 9, 2024

An Indepth Forecast Of The Year 2024 First Quarter Recap...

Market Commentary – March 2024

Market Commentary – March 2024

By James Investment / March 4, 2024

Monthly Recap As the economic landscape unfolded in 2024, several...

Market Commentary – February 2024

Market Commentary – February 2024

By James Investment / February 6, 2024

Market Recap In 2023, consumer sentiment was dampened by regional...

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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