Market Neutral
Micro Cap
Small Cap
Mid Cap
Fixed Income
Investment Committee |  Research / Marketing |  Operations / Administration

Our team of professionals is committed to providing clients with peace of mind through time-proven research, premier service and consistently superior 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.

  • Team focus – Putting clients first
  • Team approach – No star system
  • Average tenure of investment committee members – 20 years
  • Majority of employee compensation comes from profit sharing
  • Team commitment – We have our personal and retirement money invested in our funds
  • Team concept – Backed up by pay
  • Succession plan is in place to assure independence
  • Education – 2 Ph.Ds, 4 CFAs, 3 MBA/MSBAs, 1 CFP, 4 CMFCs, 10 Series 6, 7, or 65
JIR Team
Dirty Dozen

James News

September 2, 2015
Dirty Dozen Video

Click Here To View This Video
September 1, 2015
Dirty Dozen Economic Tripwires

Click Here To Read This Article (.PDF)
August 26, 2015
Quick Clip: Thoughts on Recent Selloff

Click Here To View This Video
June 29, 2015
Special Study - Opportunity In Greek Crisis

Click Here To Read This Article (.PDF)
June 12, 2013
Special Study - Topping Markets 2013

Click Here To Read This Article (.PDF)
March 22, 2013
Special Study - Sequestration Follies

Click Here To Read This Article (.PDF)
March 18, 2013
White Paper - Cyprus Crisis Aftershock

Click Here To Read (.PDF)
March 1, 2013
Sequestration Interview
with Dr. James

Listen Here
December 11, 2012
2013 Economic Outlook Videos

View Here
September 5, 2012
Special Study - No Cliff Diving

Click Here To Read (.pdf)
August 18, 2011
Market Volatility: What are we doing?

Click Here To Read (.pdf)
July 29, 2011
Special Study - No American Default

Click Here To Read (.pdf)
May 20, 2011
Special Study - How to Offset Inflation

Click Here To Read (.pdf)
Jan 24, 2011
New Years Forecast - Dayton B2B Finance

Click Here To Read (.pdf)
Jan 18, 2010
Topping Markets

Click Here To Read (.pdf)
Jul 13, 2009
New Stimulus Won't Cure Economic Woes

Click Here To Read (.pdf)