Contributing value every day to investor client long-term investment strategy outcomes.
St. James Investment Advisors are professional portfolio managers Committed to Value Investing. We are an independent, fee-only, United States Securities and Exchange Commission registered investment ...
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Contributing value every day to investor client long-term investment strategy outcomes.
St. James Investment Advisors are professional portfolio managers Committed to Value Investing. We are an independent, fee-only, United States Securities and Exchange Commission registered investment management firm, providing customized portfolio management services to individuals and financial advisors. Our investment methodology blends a combination of fundamental analysis, discipline and patience with the goal of creating long-term returns based on the time-proven principles of value investing. As thoughtful value investors, our sole focus as a firm is to manage private investment accounts for individuals and financial advisors throughout the United States.
40+ year financial services career with a varied background in general management, client management, new business development, project management, operations management, relationship planning, people management, portfolio management, trading operations, and inclusion build positive, effective business relationships with people from diverse cultures and at all professional levels. Proven track record for strong leadership and ability to multitask and make decisions while being flexible to changing priorities. Actively remain a 'student of the market' specific to the securities servicing and investment management industry segments.
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