James P. Norris, MBA, APMA®

James P. Norris, MBA, APMA®, focuses on investment management, client portfolio construction, and retirement planning. He is engaged in daily research and evaluation of the economic landscape, as well as constant analysis of investment opportunities. Mr. Norris prides himself on his ability in determining the individual investments within client portfolios through ongoing security selection and dialogues with various investment managers. Mr. Norris enjoys working with clients to determine their individual account needs and to develop personalized investment strategies to help address their specific investment goals. I would love to tell you more about how I aim to make my investment management different than the norm.

When not at work, I love to spend time with my wife and FIVE kids, outdoors, as well as serving our church.

Education/Designations

Mr. Norris prides himself in having completed a rigorous specialization program and earned his accreditation of Accredited Portfolio Management Advisor, APMA®. As an Accredited Portfolio Management Advisor, he aims to set himself apart from the average advisor, by displaying his understanding and ability to implement the scientific background that goes into constructing customized investment portfolios. This accreditation is important to James, as he prides himself on developing personalized investment strategies, rather than using a cookie-cutter approach that unfortunately he has seen that many advisors utilize today.

Mr. Norris earned his Master's Degree in Business Administration, with an Emphasis in Finance, from the highly nationally ranked W.P. Carey School of Business, at Arizona State University. The innovative program at W.P. Carey, gave James education in the functional areas of business as well as the skills to broaden his professional and managerial abilities. As a MBA graduate, Mr. Norris has placed himself into an elite group of business professionals, and applies his education to his career as a financial advisor on a daily basis.

Mr. Norris holds a Bachelor's Degree in Business Administration in Finance, with a Certificate in Investments, from Northern Arizona University. During his undergrad, he focused on studying the financial business world, specifically in the area of investment management. Mr. Norris also placed an emphasis on studying international business, and spent six months at the International Business School, in Groningen, Netherlands. As a member of NAU's Student Managed Investment Fund, he studied investment opportunities and was part of the student management team that managed a portion of the school's actual investment portfolio. This investment team competed on a national level with other collegiate investment teams and was recognized in the top three in the nation during the two years James was involved.