Style Information Description Sample Portfolio

A Quarter Century of Performance
Together with our sister firm, James Investment Research, Inc. James has been successfully managing portfolios for over thirty years. Our client base includes corporations, foundations, hospitals, financial institutions, our own mutual fund family as well as private investors. We are committed to an investment philosophy which focuses on a single objective: To grow our clients' assets while stressing the preservation of principal and the reduction of risk.

At James, clients' portfolios can be customized to meet your individual needs and objectives. In fact, we offer equity portfolios with different levels of risk tolerance, market capitalization targets and social responsibility restrictions.

More Equity Choices Adds Value
In order to meet the growth and diversification needs of equity investors, James Investment Research offers a range of equity investment styles. We understand that clients have different needs and risk tolerances, and this is why we've created the following investment choices. By utilizing these styles either independently or in a customized blend, we can help you reach your financial goals.

Proprietary Research - The Key to our Investment Success
The professionals at James, are, above all else, risk managers. We understand that preservation of capital and long-term growth are critical to our clients.

That's why we use strategic asset allocation techniques to create balanced portfolios custom-tailored to meet your investment needs and risk tolerance. Our active management style bases asset allocation and our proprietary market risk indicators. These indicators help us assess the general risk levels in the stock and bond markets.

We review them every week in the form of written market appraisals, a long-time James tradition. Our appraisals give us a clearer picture of the market's long, intermediate and short-term risks. Armed with this knowledge, we adjust either the stock, bond or cash allocation of a balanced portfolio toward the area offering the least risk and the greatest potential reward.

Since we do most of our research in-house, we have been able to create a unique top-down approach to generating wealth for our clients. What begins with a broad investigation of overall economic trends such as interest rates and inflation, funnels down to an in-depth market risk assessment. After this, we make an allocation decision. Next, we actively manage the equity and fixed-income portions of the portfolio. This is how we strive to maximize your return, while minimizing your risk.