Jim is the Managing Member and Chief Investment Officer of Investment Counselors of Redlands LLC. Prior to founding ICR, he was a portfolio manager with the Private Client Services division of The Seidler Companies Inc. He completed his pre-medical education at Columbia Union College and attended Loma Linda University School of Medicine (1977-79).
As Chief Investment Officer, Jim is responsible for developing the firm’s macroeconomic view and implementing investment strategies that are consistent with that view.
Jim earned the Accredited Investment Fiduciary® Designation from the Center for Fiduciary Studies in 2006. The AIF Designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process.
In his free time, Jim enjoys fly fishing, playing golf, and reading. He and his wife, Nancy, moved to Redlands in 1977 and raised their two children here.
James is Chief Financial Officer of Investment Counselors of Redlands LLC. He received his Bachelor of Arts degree in Economics and Accounting from Claremont McKenna College in 2004, graduating cum laude. Subsequently, he worked at PricewaterhouseCoopers LLP auditing large corporations and universities. Prior to joining ICR, he was an affiliate of Seidler Investment Advisors Inc.
In 2010, James successfully met the standards required by the CFP® Board, including completing the education and examination requirements, and became a CFP® practitioner.
James grew up in Redlands and is a graduate of Redlands High School, where his wife, Allison, teaches world history. Most of his time away from work is spent with his two young children.
Khory is the Client Service Coordinator and Notary Public for Investment Counselors of Redlands LLC. She received her Bachelor of Arts degree in Business from California State University at San Bernardino in 2010. Prior to joining ICR, Khory was a senior teller at Washington Mutual Bank in Redlands.
Khory provides our clients with excellent service by helping them with opening new accounts, processing account transfers, initiating disbursements, notarizing documents, or any other needs that may arise.
In her free time, Khory enjoys working out, camping, and spending time with her husband, Mike, and their young daughter.