St. James Investment Advisors, LLC

St. James Investment Advisors, LLC is an independent investment advisory firm established in April 2016 in Port Jefferson, NY. The firm offers investment management services to various clients, including individuals, trusts, corporations, and retirement plans. St. James is employee-owned and provides seven primary investment strategies, focusing on long-term capital appreciation and income. The firm offers sub-advisory services and direct advisory services, with investment discretion over client accounts. St. James also acts as a model distributor for other investment advisers. Clients of St. James pay annual fees based on assets under management, with fees varying depending on the portfolio value. The firm does not charge performance-based fees and is not engaged in side-by-side management. St. James primarily invests in equities, ETFs, mutual funds, fixed income, and alternative investments. The firm's investment strategies involve thorough analysis, including fundamental research and valuation methods. St. James exercises proxy voting authority for client accounts and maintains a comprehensive proxy voting policy. The firm does not participate in class actions on behalf of clients. St. James has not been involved in any legal or disciplinary events and does not require prepayment of fees. The firm's total managed assets as of December 31, 2024, were $430,227,220.