A native of Hastings, England, James lives with his wife Nicole and their children in the lakes district of S.E. Michigan. Together, they founded Maendel Wealth, a thriving boutique Investment Advisory firm in Bloomfield Hills, Michigan in 1999. By drawing on his experience living in the United States, Europe, and the Middle East, James employs an inquisitive, globally-informed approach to wealth management and investing. At Maendel Wealth, James and his team have constantly refined their investment process, guiding clients through the dot-com bubble, the 2008 ‘Great Recession’ , and the Global Pandemic. Navigating these “”black swan”” events kindled his passion for enhancing predictability of investment performance through studying historically persistent metrics, factor Investing, and market cycles. James holds the Uniform Securities Agent State Law(Series 63) license, and the Uniform Investment Adviser Law (Series 65) license, along with Life, Health, and Variable Contracts Insurance licenses. He was awarded the ACCREDITED INVESTMENT FIDUCIARY (AIF®) Designation from the Center for Fiduciary Studies, the standards-setting body for Fi360 and the US first full-time training and research facility for fiduciaries.
Advisor Information
Firm
Maendel Wealth: Investment & Advisory Services
Based In:
Michigan
Serving Clients in these States