Henry James International Management, Inc.

Henry James International Management, Inc. is a New York-based investment adviser firm established in January 2014. The firm specializes in providing investment advice on international, global, and foreign investments, focusing on selecting globally-based investment instruments. The firm's Chief Executive Officer, Chief Investment Officer, and Portfolio Manager is James O'Leary, who owns 85% of the firm. The firm offers advisory services through separately managed accounts (SMA) and sponsored investment management platforms. Clients must have a minimum investment of $50,000 to open an account. Fees for asset management services range from 0.30% to 1.50% annually, billed quarterly based on the account's value. The firm does not offer performance-based fees and acts as a fiduciary, placing clients' interests first. Investment strategies include various international and global portfolios, managed by a team with extensive experience in the financial industry. The firm's professionals, including Aidan O'Leary, have strong educational backgrounds and relevant business experience. The firm has no disciplinary events to report and maintains high ethical standards in line with the CFA Institute's Code of Ethics. Clients' privacy and security are prioritized, and the firm's professionals are subject to rigorous supervision and compliance procedures.