J.P. Morgan Core Advisory Portfolio is a professionally managed investment strategy that is broadly diversified across multiple asset classes and draws on the full breadth of our market insights and investment capabilities.
You benefit from the integration of our investment capabilities, global insights and experienced due diligence team with the perspective of your Financial Advisor to help you implement a long-term investment plan.
Your portfolio benefits from the investment insights of J.P. Morgan, with our strategy team identifying investment risks and opportunities as well as making portfolio adjustments that conform to our holistic view.
Our solutions team identifies innovative and often exclusive investment strategies that are aligned with our strategic thinking and consistent with the return/risk expectations of your portfolio.
Work with your Advisor to select the investment strategies that may help you meet your goals and best match your risk and return profile.
Mutual Fund Advisory Account
We embed the strategic asset allocation guidance from J.P. Morgan’s Global Access Investment Team based on your risk tolerance and investment objective.
With this type of account, you can work with your Financial Advisor to select the right mix of mutual funds and exchange traded funds, based on the asset allocation model that best meets your needs.
You maintain a level of control over the ongoing decisions to re-allocate your assets according to your risk tolerance and objectives.
All of the investment vehicles available for this type of account are reviewed and evaluated by J.P. Morgan’s Manager Selection Team, with a focus on both qualitative and quantitative factors.
The Advisory Program offers access to a select group of affiliated and unaffiliated portfolio managers to provide discretionary investment management in separately managed accounts through two distinct products: the Portfolio Manager Program (PMP) and the Select Advisory Strategies (SAS).
Work with your advisor to select one or more portfolio managers based on your risk tolerance and investment strategy guidelines.
Your portfolio may include investment strategies that emerge from specific investment themes or in specific asset classes.
Each portfolio manager directs and transacts all necessary trading activity in the account as they see fit, without you having to get involved with the day-to-day decision-making.
You have the ability to elect single or multi-asset investment strategies within your risk tolerance.
Fixed Income Advisory Program
The Fixed Income Advisory Program offers access to select affiliated portfolio managers to manage a portion of your assets. With guidance from your J.P. Morgan Financial Advisor, you select a portfolio manager and investment strategy subject to your investment guidelines and risk tolerance. Through investing in the Fixed Income Advisory Program, you directly own individual securities.
The Fixed Income Advisory Program is designed as a solution for investors with the specific asset class needs or desire to invest in taxable and tax aware fixed income portfolios.
Within the Fixed Income Advisory Program, the Discretionary Fixed Income (DFI) Program offers access to taxable and municipal tax aware laddered bond portfolios designed by a team of portfolio managers in JPMorgan Asset Management. These strategies are available with different average maturities to fit different needs and risk tolerances.
The portfolio management team constructs the portfolios using fundamental credit and relative value analysis combined with ongoing credit and security oversight. The team focuses on identifying and monitoring attractive risk/reward investments within client-specified criteria. The Discretionary Fixed Income portfolios are separately managed accounts that have several additional advantages, including the ability to hold bonds to maturity and reinvest or withdraw coupon interest income.