James Investment Research - aVenture Asset Manager Research
Location
Xenia, OH, US
Founded
1972
James Investment Research is an employee-owned investment manager that has been managing diverse client portfolios since 1975. The firm primarily focuses on post-IPO equity investments, catering to a wide range of clients including corporations, foundations, hospitals, financial institutions, and private investors. Their investment philosophy emphasizes asset growth while prioritizing the preservation of principal and risk reduction.
The firm’s notable portfolio includes companies that have successfully navigated the IPO process. Key decision-makers at James Investment Research bring extensive experience and a commitment to their clients' financial well-being. The firm offers unique value-add services such as personalized portfolio management and strategic financial planning, ensuring tailored solutions that align with each client's specific goals and risk tolerance.
James Investment Research - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
