James E. DemmertFounder – Managing Partner
James has been managing investment portfolios for institutional and individual investors for over 30 years. He has experience in all aspects of investment management including equity and fixed income research, trading and portfolio management. He has particular expertise in macro-economic research and risk management and is responsible for creating the firm’s Active Risk Management processes. He is a seasoned wealth manager and is experienced in the areas of retirement, financial, estate and tax planning.
James is the author of two investment books. The award winning Journey To Wealth and his latest book focused on endowments entitled, The Sustainable Endowment. He has authored numerous articles on finance and investment management and his work has appeared in many financial publications including The Wall Street Journal, Barron’s, BusinessWeek and Fortune.
James is a sought after speaker and provides audiences with a wide range of investment topics. He has spoken for a number of public and private organizations, including the American Association of Individual Investors (AAII) and Charles Schwab.
A devoted philanthropist, James was nominated as the 2018-19 Citizen Of The Year for his dedication of giving back to both the local
and global community. He is a member of Forbes Finance Council, Foundation Source, The CFA Institute and the Financial Planning Association.
James past experience includes positions with LF Rothschild and Lehman Brothers before founding Main Street in 1993. He is a graduate of Harvard University.
When James is not pursuing his passion for investing and philanthropy, he can be found spending time with his family, participating in vintage auto rallies, traveling, and playing tennis. His current favorite read is Ray Dalio’s, Principles
SMART Investment Strategy
IN BOTH MY BOOKS, I TALK ABOUT USING A SMART investment strategy. This strategy has been developed over my years of investment and wealth management. It is based on understanding the following precepts:
- The relationship between the business and market cycles
- How to utilize “stock sector” investing timed to the cycles
- How to use valuable tools to mitigate the risks of unpredictable market declines
- How to identify the winning stocks
- How to avoid stocks that are already past their prime
- How not to pay too much for a stock
- How to ride the “bull” markets and get out early when a “bear” market approaches
In my books, I will walk you through these principles using clear, straight-forward explanations, along with charts and graphs, inspiring citations about wealth creation, and artwork that will keep you reading, learning, and creating a SMART investment plan for your future.