Institutional Services
Offering diversification through an array of investment strategies, we help align your unique needs and risk tolerances with your investment goals. Whether pursuing stability, growth, or balance, we have solutions to help reach your ever-evolving needs.
Customized portfolio management is available for accounts starting at $1 million.
Investment Management
Our team is dedicated to delivering customized investment solutions that align with your specific needs and objectives, backed by in-depth research and active management.
We focus on three core factors in our investment decisions: relative value, profitability, and momentum. By targeting market leaders and uncovering undervalued opportunities, we strive to achieve the best outcomes for our clients. Using both top-down and bottom-up analysis, we construct portfolios designed to balance long-term growth with short-term stability, helping you navigate diverse market conditions.
Key elements to our investment approach include:
- Customized Solutions
- Research-Driven
- A Disciplined Approach
- Active Management
- Strategic Asset Allocation
- Experienced Team
- Transparency and Trust
Our Investment Strategies
Through rigorous research and active management, our team is committed to crafting tailored investment solutions that align with each client’s unique goals. Our investment approach is guided by three key factors: relative value, profitability, and momentum. By focusing on market leaders and uncovering undervalued opportunities, we aim to deliver optimal results.
Using a blend of top-down and bottom-up analysis, we build portfolios designed to balance long-term growth with short-term stability, helping clients thrive in all market conditions.
BALANCED
At James Investment, we prioritize preserving capital and achieving long-term growth. Our balanced portfolios are strategically allocated to provide stability during market fluctuations while positioning for sustained growth.
Balanced portfolios can be accessed through:
- Individually Managed Accounts
- Separately Managed Wrap Fee Accounts
- Mutual Funds
EQUITY
Our Equity Portfolios carefully balance risk and reward by blending equities and cash equivalents. We curate a diverse mix of large and small-cap stocks, allowing portfolios to benefit from various market opportunities and trends.
Equity portfolios can be accessed through:
- Individually Managed Accounts
- Separately Managed Wrap Fee Accounts
SMALL CAP
We believe in the growth potential of small-cap investments. Our small-cap portfolios are built on disciplined research, focusing on companies with strong growth characteristics and long-term opportunities.
Small cap portfolios can be accessed through:
- Individually Managed Accounts
- Mutual Funds
MICRO CAP
James Investment specializes in uncovering the potential of micro-cap stocks, often overlooked by larger investors. Our portfolios target significant long-term growth through a disciplined, research-driven approach.
Micro cap portfolios can be accessed through:
- Individually Managed Accounts
- Mutual Funds
The James Approach to Investing
Our Investment Philosophy
Our investment approach centers on one overarching objective: to grow our clients’ assets while prioritizing risk management along with preservation of their capital.
Through our independent research and personalized approach, we refrain from conventional practices of market timing or allocating portfolios based on generic risk or age categories. Instead, we prioritize strategically aligning your portfolio with your unique goals, increasing the likelihood of achieving them.
A History of Investing
Since our founding in 1972 and the start of a severe bear market, we have been trailblazers in the world of investing using our capital preservation-oriented approach. Our unwavering investment discipline has guided us through many difficult markets during our long history, and we remain confident it will continue to help our clients with their financial goals.
Let us help navigate your financial future.
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