A complete list of active advisors currently associated with James River Asset Management, LLC

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

James River Asset Management serves individuals and high‑net‑worth clients as well as institutional clients and retirement‑plan sponsors, offering discretionary and non‑discretionary portfolio management, financial planning, and financial consulting. The firm’s brochure also describes ERISA 3(21) services for employer‑sponsored retirement plans, participant education, and the use of third‑party money managers and participant account management for held‑away assets. The firm allocates client assets among equities, exchange‑traded funds, institutional‑share mutual funds and fixed‑income securities, relying on fundamental analysis that emphasizes earnings growth and balance‑sheet quality and a generally long‑term investment horizon. Client work begins with a financial fact‑finder and risk profile that inform a written investment policy and asset allocation model, and portfolios are reviewed periodically by an internal investment committee; options are used selectively for hedging and income. Noteworthy in the brochure for a firm of this size are its institutional and plan‑sponsor activities—explicit ERISA 3(21) role, participant workshops and account management via a third‑party platform—and its networked arrangements. The firm also discloses affiliated services (including a special‑needs family office through Eli’s Village), relationships with third‑party managers and fund direct programs, and that certain IARs may effect insurance transactions, all of which expand the mix of services and referral relationships described.

To learn more about the advisors currently working at James River Asset Management, 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.