James Investment Research

Overview

James Investment Research is an investment management firm specializing in equity and fixed-income strategies. Established in 1972, the firm offers a range of investment services, including individually managed accounts, wealth management portfolios, and employer-sponsored retirement plans. Their investment approach emphasizes relative value, profitability, and momentum, aiming to achieve long-term growth while managing risk. The firm is headquartered in Xenia, Ohio, and serves clients across the United States. They offer customized portfolio management for accounts starting at $1 million, with a focus on balancing long-term growth with short-term stability. Their investment philosophy centers on growing clients' assets while prioritizing risk management and capital preservation. James Investment Research is registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. The information and opinions on their website are for general information only and should not be regarded as a solicitation to buy or sell any securities mentioned. Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or replacement for, personalized financial advice, as it does not take into consideration unique financial situations, goals, or requirements. Investing involves risk, including the loss of principal. Past performance is no guarantee of future results.

Investment Focus

• Minimum account size of $1 million for individually managed accounts
• Minimum assets under management of $250,000 for wealth management portfolios