Mandate & appetite
- Preferred strategies
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- Target geographies
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- Typical ticket
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- AUM
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- Real-asset allocation
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- Appetite
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Investor profile
Founded in 1972, James Investment Research Inc is an independent RIA based in Xenia, Ohio, specializing in wealth management with a diversified approach that includes proprietary investment options and mutual funds. The firm emphasizes personalized strategies and fee-only advice, drawing upon over 50 years of experience in the financial services sector.
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- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
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