James has been successfully managing client portfolios since 1972. The client base includes corporations, foundations, hospitals, financial institutions, and private investors.ABOUT JAMES
Disciplined, Repeatable Process
NOT A Closet, or Enhanced Index
Our Stock Selection Has Potential To Add Value
Our veteran team of professionals is committed to alleviating uncertainties and providing confidence in achieving your financial goals through independent research.
We are dedicated to respecting and supporting our team, clients and community. We believe this will provide the rewards of continued growth and shared profitability.GUIDING PRINCIPLES
After hitting an all-time high on January 3, 2022, the S&P 500, a broad measure of the stock market, lost 18% as of Friday, May 20th. The technology-heavy NASDAQ tumbled 28% from its recent peak.READ MORE
Brian Shepardson, VP & Senior Portfolio Manager at James Investments, discusses the takeaways from this week's earnings and forecasts market reaction as Fed Chair Powell signals a 50-basis point hike in May.READ MORE
As the world grapples with the uncertainties of a major war in the heart of Europe, it is essential to realize that we will be facing more volatile markets ahead. However, if history is any guide, the long-term impact on markets should be manageable.READ MORE
A Long-Range Economic Look at the Year 2022
Every year-end since our founding, our team conducts an in-depth analysis of the U.S. economy and financial markets to develop an Annual Economic Outlook. This forecast serves as a blueprint for our investments throughout the year.
James Investment Research, Inc. (“JIR”) is pleased to announce it will be acquiring its related firm, James Capital Alliance, Inc. (“JCA”), by December 31, 2021. This corporate restructuring will help provide economies of scale within the James organization, allowing our team to better serve clients and financial advisors. As a new division of James Investment Research, Inc., JCA will continue offering model wrap accounts. There will be no change in the portfolio management team or management style. We remain committed to putting the needs of our clients first, deepening relationships and providing outstanding service. Thank you for your continued support. YOUR FUTURE. OUR PURPOSE.READ MORE