1 Faneuil Hall 4th Floor Boston MA 02109 USA Tel 617 723 6161 Fax 617 723 6199 www.assette.com CASE STUDY James Investment Research Xenia, OH Background James Investment Research (James) has been successfully managing client portfolios since 1972. The company’s client base includes corporations, foundations, hospitals, financial institutions, and private investors. Products include mutual funds, private client accounts and wrap accounts.

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