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
 
 
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