THE BARAN JAMES COMPANY, INC.

Overview

The Baran James Company, Inc. is an independent registered investment adviser operating as a corporation with individual ownership. The firm serves individuals and families, providing financial planning, portfolio management for individuals and small businesses, pension consulting and manager selection services. Its fee model mixes percentage-of-AUM billing with hourly charges, and the firm acts as a capital allocator—sourcing third-party managers for parts of client portfolios. Investment activity centers on publicly traded funds and managed strategies, with a clear tilt toward mutual funds and other pooled public funds as the primary implementation vehicle. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser; it maintains an affiliation with an insurance company. As an adviser that both manages discretionary mandates and places capital with outside managers, The Baran James Company appears to blend direct portfolio management with third-party allocations to achieve client objectives.

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