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James Investment Research, Inc. is registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. The information and opinions on this website are for general information only, based on sources we consider reliable, but cannot guarantee its accuracy. It should also not be regarded as a solicitation to buy or sell any securities mentioned. Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or replacement for, personalized financial advice, as it does not take into consideration your unique financial situation, goals, or requirements.

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  • About
    • Overview
    • Meet Our Team
    • Core Values
    • Community Involvement
    • Monthly Charitable Giveaway
    • Careers
  • Services
    • FOR INDIVIDUALS
      • Wealth Management
      • Estate Planning
      • Financial Planning
      • Retirement Planning
      • Strategic Tax Planning
      • Insurance Guidance
      • Charitable Planning
      • Major Life Events
    • FOR INSTITUTIONS
      • Investment Management
      • Strategies
      • Mutual Funds
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  • Mutual Funds
    • Prices & Performance
    • Balanced: Golden Rainbow
    • Small Cap
    • Micro Cap
    • Aggressive Allocation
    • Forms & Reports
    • Invest With Us
  • Insights
    • All Topics
    • Market Commentary
    • Education
    • Radio
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  • Schedule a Consultation
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