A complete list of active advisors currently associated with CDS James Investments, LLC

Warmer can help you find a great advisor at CDS James Investments, LLC or one who fits your needs even better.

CDS James Investments provides discretionary and non-discretionary investment management to individuals, high-net-worth families, trusts, estates, charitable organizations, corporations and business entities, managing roughly $48.6 million across about 75 client relationships. Services emphasize portfolio management using mutual funds, ETFs, individual equities and options and are provided on a fee basis tied to assets under management. The firm combines fundamental and technical analysis to build tailored asset allocations, may employ options strategies and margin in certain circumstances, and manages similarly structured “model” portfolios for clients. Accounts are monitored on an ongoing basis with formal reviews at least quarterly, and clients receive custodian statements plus written or electronic reports that can include inventories and account performance; the adviser generally maintains discretionary trading authority. Compared with many solo independent advisers, the brochure highlights that CDS James serves institutional-type clients (corporations and business entities) in addition to individuals and has negotiated access to institutional trading and custody services through Trade-PMR and First Clearing. The ADV also discloses the firm’s assets under management and the provision of account performance information in client reports, details that may be less common among peers of similar size and structure.

To learn more about the advisors currently working at CDS James Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Matthew James	New Orleans, LA	19

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