Founded by Robert A. James in 1962, our mission has always been to serve individual investors by examining all aspects of their financial needs while providing sound investment guidance. We believe that wealth management involves more than facts and figures. It’s about forming a real connection with our clients, one that is always responsive to their individual needs.
Today, we one of the largest financial services firms in the United States, with the scale and resources to support a wide array of services, from investment banking and commercial banking to professional asset management and trust services.
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