A complete list of active advisors currently associated with James Investment Research Inc

Warmer can help you find a great advisor at James Investment Research Inc or one who fits your needs even better.

James Investment Research, Inc. advises a broad client mix that includes individual investors (both non‑high‑net‑worth and high‑net‑worth), retirement plans, charitable organizations, corporations, trusts and investment‑company clients. Services described in the brochure include discretionary and non‑discretionary portfolio management for individuals, model portfolio management for wrap/unified managed account programs, financial planning, retirement plan fiduciary services, and non‑advisory tax, accounting and business consulting conducted under separate CPA supervision. The firm describes a multi‑disciplinary investment process that combines fundamental, technical, quantitative and qualitative analysis, guided asset allocation, and the use of proprietary research and statistical tools, with portfolios reviewed regularly by an investment committee. JIR also implements specialized strategies such as direct indexing through third‑party sub‑advisors and provides quarterly performance reporting and ongoing monitoring for managed accounts. What is noteworthy relative to many peers is that JIR is the adviser to an affiliated family of mutual funds (the James Advantage Funds) and serves investment‑company clients in addition to advised individuals, while also acting as a model manager in wrap fee/unified managed account programs. The brochure discloses several potential conflicts and distribution practices that clients should note: certain personnel are registered with the fund distributor, the Funds pay 12b‑1 distribution/service fees that may be used for advertising and distribution, and the firm pays promoters or provides small referral gifts — all of which the firm identifies and explains in its disclosures.

To learn more about the advisors currently working at James Investment Research Inc, 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.