A Track Record of Performance
James has been successfully managing client portfolios since 1975. The client base includes corporations, foundations, hospitals, financial institutions, and private investors.
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 PRINCIPLESInsights
Media Coverage
First day of the month is still volatile for stocks
Barry James, president and portfolio manager at James Investment Research, joins The Exchange to discuss the markets and what sectors he expects to do well this month.
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Media Coverage
New highs do not mean you need to sell, Barry James says
Barry James, president and portfolio manager at James Investment Research, joins The Exchange to discuss the day’s markets. “New highs tend to beget new highs,” he tells Kelly Evans.
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Media Coverage
Barry James outlines his stock recommendations
Barry James outlines his stock recommendations, starting with ASML Holdings due to its role in semiconductor manufacturing. James also highlights how the increasingly digital world has made him favor PayPal, while also liking the company's more traditional debit and credit payment systems.
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Media Coverage
Barry James discusses the impact of interest rates
Barry James joins host Nicole Petallides to discuss how lower rates impact value and growth stocks.
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Media Coverage
Barry James discusses the latest on cryptocurrencies.
Barry James, President and CEO of James Investment Research, joined Cheddar News to discuss the latest on cryptocurrencies and comments from Jerome Powell.
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