Why Invest With James? 
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 Disciplined Repeatable Process
 Not a Closet, or Enhanced Index
 Our Stock Selection Adds Value
 A Veteran Team
 Truly Independent
 

Investment Styles
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Conservative All-Cap Balanced | All-Cap Balanced | 60-Plus All-Cap Balanced | All-Cap Equity

Typical Allocation Range:
  • Equity: 85% - 100%
  • Cash: 1% - 15%
Small, mid, and large cap stocks
Benchmark: Russell 3000*

The All-Cap Equity Account has a target range of 85% - 100% in equities, with a mix of small, mid, and large capitalization stocks.  We weight the stock exposure toward the most advantageous market capitalizations based on our research.

Sector analysis in an important part of our portfolio management process.  Changes in sector weightings are made based on our analysis.

We believe that having the maximum flexibility to follow our research is the key to adding value to our clients' accounts.

As of September 30, 2017




*The benchmark is the Russell 3000® index. The Russell 3000® index consists of the 3000 largest publicly listed U.S. companies, representing 98% of the total capitalization of the U.S. stock market.
 
 
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