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
Company Updates
Company Merger Announcement
James Investment Research, Inc. (“JIR”) is pleased to announce it will be acquiring its related firm, James Capital Alliance, Inc. (“JCA”), by December 31, 2021. This corporate restructuring will help provide economies of scale within the James organization, allowing our team to better serve clients and financial advisors. As a new division of James Investment Research, Inc., JCA will continue offering model wrap accounts. There will be no change in the portfolio management team or management style. We remain committed to putting the needs of our clients first, deepening relationships and providing outstanding service. Thank you for your continued support. YOUR FUTURE. OUR PURPOSE.
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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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