News

Our location, although remote, has not prevented us from being nationally recognized for our performance through the years. We have earned recognition by The Wall Street Journal, The New York Times, Barron’s and USA Today. Members of our team are also frequent guests on CNBC, Fox Business, Bloomberg Television and local news stations.

Company Merger Announcement

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.