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
Barry James says that most stocks are well above their long-term price trends, so a slowdown is not unexpected. In addition, the value oriented and overlooked cyclical stocks have taken charge.READ MORE
CNBC\'s Kelly Evans breaks down 2021 market trends with Barry James of James Investment Research and Terri Spath of Sierra Mutual Funds.READ MORE
A Long-Range Economic Look at the Year 2021
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.
As mentioned on WHIO TV
It might seem obvious to over or under-weight stocks or industries based on who is president. However, our research shows this may not be a winning strategy and, could in fact be harmful to a portfolio.
CNBC's Kelly Evans is joined by Barry James of James Investment Research and Rob Waldner, chief fixed income strategist at Invesco, to discuss how markets are trading.READ MORE
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