David James Financial

David James Financial (DJF) provides ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. DJF creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. DJF may request authority to make trades without asking first. DJF generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs and treasury inflation protected/inflation linked bonds.