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.

Our Institutional Services Include:

Using in-depth research and analysis, along with active management, our team is dedicated to delivering effective and customized investment solutions that align seamlessly with the specific needs and objectives of our clients.

At the heart of our investment approach are three core factors that drive our decision-making process: relative value, profitability, and relative strength (momentum). These factors, combined with our commitment to identify strong market leaders and unappreciated opportunities, form a comprehensive framework for achieving the best outcomes for our clients.

Utilizing a combination of top-down and bottom-up analysis, we construct portfolios with the objective of balancing long-term growth with short-term stability, helping our clients navigate various 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


At James Investment, we recognize the importance of preserving capital and achieving long-term growth for our clients. We employ strategic asset allocation techniques to construct balanced portfolios that strike the perfect balance between stability and growth. With our strategic approach, portfolios are optimally positioned to weather market fluctuations while aiming for sustained growth.

Balanced portfolios can be accessed through:

  • Individually Managed Accounts
  • Separately Managed Wrap Fee Accounts
  • Mutual Funds


Experience the dynamic nature of our Equity Portfolios, where risk allocation is carefully determined based on comprehensive market analysis. By seamlessly blending equities and cash equivalents, and thoughtfully curating a mix of both large and small capitalization stocks, we strive for the perfect balance for long-term success. This diversified approach allows portfolios to benefit from a broad spectrum of investment opportunities. With James Investment, you can seize the potential for growth and capitalize on market trends across various market segments.

Equity portfolios can be accessed through:

  • Individually Managed Accounts
  • Separately Managed Wrap Fee Accounts

Small Cap

At James Investment, we believe in the power of small-cap investments and offer specialized portfolios designed to help investors aiming for greater returns while maintaining acceptable levels of risk over an extended time horizon. Our small cap investment portfolios are built upon a disciplined methodology, employing meticulous research and analysis to identify small-cap companies with strong growth prospects. Small cap stocks offer unique growth potential and can be a valuable addition to any investment strategy.

Small cap portfolios can be accessed through:

  • Individually Managed Accounts
  • Mutual Funds

Micro Cap

Micro cap investments offer a unique opportunity for investors seeking untapped potential. At James Investment, we specialize in harnessing the power of micro cap stocks, which are often overlooked by larger investors. Our seasoned experts combine fundamental analysis and a disciplined investment approach in constructing portfolios designed to capture the growth potential of these hidden gems, aiming for significant returns over the long term.

Small cap portfolios can be accessed through:

  • Individually Managed Accounts
  • Mutual Funds

The James Investment Approach

james philosophy icon

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.

james history icon

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 to brighten your financial future.