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

The Mission 


Our team of professionals is committed to providing clients with peace of mind through time-proven research, premier service and consistent investment performance. We are dedicated to supporting and respecting one another and our community, which we believe will provide the rewards of continued growth and shared profitability.

Why Invest With James? 

  • Disciplined Repeatable Process
  • Not a Closet, or Enhanced Index
  • Our Stock Selection Adds Value
  • A Veteran Team
  • Truly Independent