Frequently Asked Questions
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| 1. | How do I obtain composite performance on The James Capital Alliance Accounts? | | | If you are an Investment Advisor please contact us at 800-475-8618 or
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If you are an individual investor please contact your Investment Advisor. | | 2. | What is the minium amount needed to invest with James Capital? | | | The minimum opening account size with James Capital Alliance is generally $100,000 which is determined by the wrap fee sponsor. | | 3. | Does James Capital send me a monthly or quarterly report? | | | Your Financial Advisor provides all monthly and quarterly performance reports to you. | | 4. | Can I invest directly with James Capital Alliance? | | | Your JCA account assets are held with your Financial Advisor and we place all trades in your JCA account through your Financial Advisor's firm. If you do not have a Financial Advisor please give us a call and we will direct you to someone that may be suitable for your needs. | | 5. | Who makes the investment decisions on my account? | | | All investment research is done by James Investment Research, Inc. |
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