James R. Derrick, CFA®, BFATM, MBA
Vice President and Chief Investment Strategist

James is the Chief Investment Strategist for Smedley Financial's actively managed and quantitative investment portfolios and heads the Smedley Financial investment committee. James focuses on developing the firm's investment strategy, researching investment opportunities, and portfolio implementation. He applies a disciplined approach to portfolio construction and risk management.

James serves as Vice President and Chief Compliance Officer for the firm. He is a member of the executive committee. He joined Smedley Financial Services in 2000.

James also designs and implements investment strategies that Investment Advisor Representatives throughout the United States use for their clients.

James enjoys programming and problem solving. These abilities have become a valuable asset to Smedley Financial. Away from the office James likes to play basketball and spend time doing physical fitness activities.

James earned his Masters of Business Administration degree from the University of Utah and his Bachelor of Science (Business) degree from Brigham Young University. James holds a Chartered Financial Analyst (CFA) designation.

Articles Written by James

Facing Coronavirus Uncertainty, Think Long Term
Year of the Coronavirus
Election Years: Positively Volatile
Climbing a Wall of Worry
Investment Truth
Doomed For Recession?
Spiking the Punch Bowl
Federal Reserve Is Expecting Winter In July
This Is What We Recommend In an Old Bull Market
Bull Market Turns 10!
Expand to view all articles

Check the background of this firm on FINRA's BrokerCheck