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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 – 3 Ph.Ds, 4 CFAs, 3 MBA/MSBAs, 1 CFP, 4 CMFCs, 10 Series 6, 7, or 65
JIR Team
 
 
Download The Long-term Economic Report (.PDF 1.7 Mb)


James News

Jan 18, 2010
Topping Markets

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Jul 13, 2009
New Stimulus Won't Cure Economic Woes

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Mar 13, 2009
Tumultuous Times

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Dec 8, 2008
Rally at Hand

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Oct 17, 2008
Weathering the Storm

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Sep 18, 2008
Global Impact of the Financial Crisis Interview with Dr. Frank James

Click Here To Listen (.mp3)