Start on the path to making your dreams a reality — with as little as $50 a month — with the 50/50 Program from the James Advantage Funds. A family of mutual funds that seek to help you grow your money … so you may achieve your goals and realize your dreams.

We don ’t know of another locally managed mutual fund family with a similar investment plan. It’s reassuring to know that all investment decisions will be made by local financial professionals.

Turn your dreams into reality

When it comes to investing, each person has a unique set of goals. James 50/50 Program helps you start on the path to realizing our goals. The James 50/50 Program helps you realize your goals of....

Owning your own home

Retirement ( IRA Rollovers, Traditional & Roth IRA ’s)

Higher education for your children or yourself with a Coverdell Education Savings Account

The lessons to be learned

• Don ’t wait! The earlier you start investing, the better off you'll be in the long run.
• It ’s never too late! Even if you are in your thirties or beyond, when you invest $50 a month, your money may still grow considerably over time.
• Time is money! The sooner you take control of your financial future, the greater advantage you should have in compounding time and income-producing years to build the retirement nest egg of your dreams.

Start Now !

Sign up now for the 50/50 Program from James Investment Research... and start planning for your future.

It's as easy as 1, 2, 3:

1. Complete and sign the Application Form
2. Include your signed check for $50 made out to James Advantage Funds
3. In addition, be sure to provide a VOIDED check from the account from which you want us to withdraw $50 each month, even if it's the same checking account that you used to open your 50/50 account.