Balanced
Equity
Market Neutral
Micro Cap
Small Cap
Mid Cap
Fixed Income
Investment Styles

In order to meet the growth and diversification needs of investors, We offer a range of investment styles. We understand that clients have different needs and risk tolerances, and this is why we've created more than one investment style choice.

By utilizing these styles either independently or in a customized blend, we can help people reach their financial goals.
Balanced Equity Small-Cap
Market Neutral Micro-Cap Value Mid-Cap Value
Fixed Income
Hypothetical Graph of the Investment Styles Available at James
Styles Graph
 
 


James News

Mar 16, 2008
Buy Stocks

For months we have urged caution in stock investing. Our special study in January suggested that a quick economic fix was not in the cards.

Click Here To Read This Article. (.PDF)

 

Dec 11, 2007
Economic Outlook 2008

As the U.S. consumer pulls back, exports to the U.S. will falter, slowing international growth. A recession is highly likely and it could be extended.

Click Here To Read More