Work:
James Advantage Funds
James Investment Research provides services to several audiences: The James Investment crowd (large institutional and personal investing clients); James Advantage Funds group (fund investors and money managers); and the 50/50 group (twenty-somethings and initial investors). Each service needed to relate to their specific audience but also be associated with the same source company. To accomplish this FORGE developed a sales kit for their funds that further reinforced the brand and established JIR as experts in the industry.
Client Information
James Investment Research is a respected investment firm in Xenia, Ohio that offers a wide range well-performing retirement options.