When James I. Black & Company was founded in 1964, there were approximately 70 mutual funds in existence. Today there are over 15,000. With this huge popularity of mutual funds cam a broad array of new fund investment objectives, management styles, pricing structures and sadly, enormous confusion on the part of the investing public

Over the years, as an independent firm, James I. Black & company has concentrated on screening the universe of mutual funds out there to identify those who have consistently produced superior performance over long periods of history with the most reasonable costs to shareholders. Our seasoned account executives can not only take the confusion out of fund selection, but will absolutely address the most important of consideration, your goals and objectives. All too often in today's highly competitive marketing environment, vital fund facts affecting investment results such as discounts available, fund expenses, dealer compensation and a full comparison of share classes are not thoroughly disclosed. Projected fund returns are often exaggerated as well and the issue of volatility ignored. Federal income tax considerations are also sometimes overlooked. Our mission at James I. Black & Company is to arm you with every bit of information you need to make an informed and comfortable mutual fund investment with realistic expectations.

As a true independent, James I. Black & Company has selling agreements with most of the mutual companies in existence today. Whatever your style and objective we can guide you to the best funds for you.