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
Changes in Washington may spur a market pullback
CNBC's Kelly Evans breaks down 2021 market trends with Barry James of James Investment Research and Terri Spath of Sierra Mutual Funds.
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Market Views
2021 Economic Outlook
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.
Market Views
Investing Based On Presidential Candidates: MINING FOR FOOL'S GOLD
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.
Media Coverage
Economy starved for credit: Barry James
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.
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Media Coverage
Markets wanted targeted stimulus: Investing expert
CNBC's Kelly Evans talks with Barry James of James Investment Research; Darrell Cronk of Wells Fargo Investment Institute; and Peter Boockvar of Bleakley Advisory Group, about the ongoing market sell-off amid the coronavirus outbreak.
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