James H. Greene, Jr., Executive Officer at TWC Shamrock Co-Invest, San Francisco — James Investment was founded in 1972 near Dayton, OH. See sector focus.
James Investment was founded in 1972 near Dayton, OH, with the goal of helping individuals, families, and institutions navigate their financial lives. They provide financial planning, investment management, and advice, operating as fee-only advisors with proprietary mutual funds and independent research. Their services cater to various clients including high-earning professionals, retirees, business owners, and institutional investors.
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