James Demmert
Founder - Managing Partner
James is a seasoned and accomplished investment manager with over 35 years of experience in the industry. He has the distinction of being one of Barron's Top Advisors for four consecutive years. He is frequently featured in media outlets such as CNBC, Bloomberg, CBS News, and Reuters, and he has been quoted in publications like The Wall Street Journal, Barron's, and Forbes. James is well versed as an investment manager with a particular emphasis on macroeconomic research and investment risk management. He is responsible for creating the firm's Active Risk Management processes.
James is the author of three award-winning investment and finance books, The Journey to Wealth, The Sustainable Endowment, and his latest publication, Wall Street Lessons. As a sought-after speaker, organizations often feature him for his insightful and informative presentations on a wide range of investment topics. He has spoken for several prestigious organizations like the American Association of Individual Investors (AAII), Charles Schwab, Private Markets Group, Portfolio Summits, and LinkBridge Investors.