Balanced
We understand that preservation of capital and long-term growth are critical to our clients. For this reason, we use strategic asset allocation techniques to create balanced portfolios custom-tailored to meet each individual's investment needs and risk tolerance.
Composite Benchmark
25% Russell 1000® Index , 25% Russell 2000® Index and 50% Bloomberg Barclays Aggregate U.S. Intermediate Government/Credit Bond Index
Available Vehicles
Equity
James' Equity Portfolios represent a strategic blend of equities and cash equivalents, with the ongoing allocation determined by our appraisal of the overall risk level in the equity market. Our portfolios typically carry a blend of both large and small capitalization stocks.
Available Vehicles
Small-Cap
History teaches us that for the long-term investor, there's potential for great rewards when including small-cap stocks as part of an overall investment strategy. By following a disciplined approach, investors can reach for greater returns with acceptable levels of risk.
Available Vehicles
Micro Cap Value
James Investment has built a successful record in managing micro-cap stock portfolios by following a disciplined value approach to investing. We use fundamental analysis as well as our vast computer resources, to search for the top small companies.
Available Vehicles
Fixed Income
The Bond markets are important asset classes for many investors as well as for James Investment. We are active fixed income managers and will adjust the risk profile of the bond portfolio to reflect what is happening in the economy.