Expert Money Managers are entrusted with family portfolios with the mandate to manage the family money in such a way that they have the highest probability of achieving their goals… with the lowest possible risk. In-person progress reports are provided three times a year to show the progress of the family portfolio… and the progress the family is making toward achieving their goals.
As the founder and Chief Investment Officer of Durand Capital Partners, Jim’s primary responsibilities are portfolio management and equity research for the Durand portfolios that Jim manages. Prior to founding Durand Capital Partners in 2012, his nine plus years of investment experience included positions as an analyst, consultant, and portfolio manager with WCM Investment Management, Morgan Stanley and UBS Financial Services, Inc. Jim earned his B.S. from Michigan State University and is currently a candidate for the Chartered Financial Analyst (CFA) designation. His All-Cap Strategy has been recognized in numerous publications including Pensions and Investments Magazine as a top performer in the U.S. Equity space. Jim Serves as the Team Expert in Money Management for CWA. To learn more, go to www.durandcapital.com.