WHO WE ARE
Arman James Investments is a trusted investment management company dedicated to helping clients achieve their financial goals. With a focus on achieving high returns with low volatility over the next 2-5 years, we employ a comprehensive research process to identify the best investment prospects based on company and sector fundamentals.
Our Approach
We carefully select 8-10 highest quality growth businesses from a meticulously curated "short list." When we believe a stock has reached its fair value, we sell it and reinvest the proceeds into undervalued opportunities from the "short list." Our investment strategy is grounded in identifying stocks and ETFs that we believe are substantially undervalued based on fundamental analysis.
OUR PHILOSOPHY
Transparency
Transparency
Transparency
Transparency is at the core of our values. Our clients have access to their accounts anytime, and we encourage them to ask questions about our investment decisions. We only invest in liquid assets, ensuring ease of valuation for your portfolio.
Flexibility
Transparency
Transparency
Flexibility is vital in an unpredictable world. We understand that unexpected cash needs may arise, so we allow clients to access their funds without restrictions. There is no minimum investment requirement, though portfolios of $50,000 or more can benefit from our cost-effective strategy. While Charles Schwab and Interactive Brokers are
Flexibility is vital in an unpredictable world. We understand that unexpected cash needs may arise, so we allow clients to access their funds without restrictions. There is no minimum investment requirement, though portfolios of $50,000 or more can benefit from our cost-effective strategy. While Charles Schwab and Interactive Brokers are our preferred custodians, we strive to accommodate your custodian preferences.
Partnership
Transparency
Partnership
Partnership is fundamental to our approach. We believe in the investments we make for our clients, and we invest our own money in the same securities, aligning our interests with yours.
OUR OPERATIONS
Accessibility
Accessibility
Accessibility
Accessibility is a priority. Our clients can reach out to our team members, many of whom are multilingual, for prompt clarification of any questions they may have.
Customization
Accessibility
Accessibility
Customization is key to optimizing your investment strategy. Once you open an account with Arman James, we review your portfolio and financial objectives to develop a customized investment strategy tailored to your specific needs.
Governance
Accessibility
Governance
Governance is crucial in maintaining the highest standards. As a registered investment advisor with FINRA in the state of New Jersey, we operate in full compliance with all applicable securities laws in the United States.
WITHDRAWAL POLICY
We have a flexible withdrawal policy with no lock-up period or penalties for withdrawals. In the event of unexpected cash needs, we appreciate early notification to facilitate efficient asset liquidation. Partial or full liquidation of investments can be processed within the same business day if notified before 11:00 AM Eastern Time.