Financial Advisors

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Welcome to St. James Investment Advisors’ Financial Advisor page.

It is our goal to provide useful, timely information about St. James Investment Advisors’ Separately Managed Account program to Fee-only and Fee-based financial professionals.

Our investment methodology blends a combination of fundamental analysis, discipline and patience with the goal of creating attractive long-term returns based on the time-proven principles of value investing.

Why partner with the St. James Investment Advisors?

  • Disciplined Repeatable Process
  • Not a closet, or Enhanced Index
  • Our Stock Selection Adds Value
  • A Veteran Team
  • Truly Independent

How we work with Financial Advisors

  • Equity and balanced portfolio management
  • Seminars, office visits, conference calls
  • Individual portfolio management
  • Monthly and Quarterly portfolio reports
  • Quarterly market commentaries

Separately Managed Accounts
St. James Investment Advisors recognizes that each investor has unique financial goals. St. James offers Separately Managed Accounts with reasonable minimum account requirements to Advisors and their clients that are interested in value-oriented investment philosophy. We offer the following portfolios with different investment objectives.
Portfolio Account Strategies


St. James Differentiators

Absolute Return Mindset - Absolute return investors buy stocks that are out of favor because they are cheap. Relative return investors buy stocks that are popular, which means that they are already fully priced. Further, trying to keep pace with the market in all environments promotes poor decisions and increases the chances of making mistakes. As one cannot spend relative performance, absolute returns are the only returns that matter.

Independent Research - stocks that are out of favor because they are cheap. Relative return investors buy stocks that are popular, which means that they are already fully priced. Further, trying to keep pace with the market in all environments promotes poor decisions and increases the chances of making mistakes. As one cannot spend relative performance, absolute returns are the only returns that matter.

Long-Term Orientation - Years of investing have taught us that investor perceptions of an equity security fluctuate much more widely than underlying fundamentals. As a result, we are habitually focused on the long-term and continually ask ourselves: “based on what we know today, how would we invest an all-cash portfolio if we could not trade for three to five years?” This exercise forces us to re-evaluate our portfolio holdings within an ever-changing market environment, and to reaffirm our rationale for long-term appreciation.

Strict Price Discipline – A low entry price for each security position is a key driver of future returns. First, a low stock price incorporates low investor expectations that often serve as a buffer against the risk of decline. Second, investing at a low valuation creates greater potential for capital appreciation.

St. James

Investment Advisors

"Mimicking the herd invites regression to the mean."
- Charlie Munger

"The stock market is filled with individuals who know the price of everything, but the value of nothing."
– Philip Fisher