Celebrating 50 years with a $50K charitable giveaway

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Since 1972

View the James difference through our Planning, Investing & Advice.

ABOUT JAMES

Why Invest with James?

Disciplined, Repeatable Process

NOT A Closet, or Enhanced Index

Our Stock Selection Has Potential To Add Value

Veteran
Team

Truly
Independent

Our Mission

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

Education

Insights