How Can James Work For You?
Comprehensive Wealth Management
Addressing all aspects of your financial well-being, our financial planners create a comprehensive financial plan customized specifically for you.
Investment Management
Utilizing our diverse investment strategies, we build and actively oversee portfolios designed to align with your objectives and your core values.
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.
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.
Helpful Resources
4th Quarter 2023 Outlook
Market Commentary – November 2023
4th Quarter 2023 Outlook
Market Commentary – September 2023
Market Commentary – August 2023
3rd Quarter 2023 Outlook
Market Commentary – June 2023
Market Commentary – May 2023
2nd Quarter 2023
SVB’s Demise: Navigating Turbulent Markets
