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.
Portfolio Manager Program
This managed account program works a bit differently than the others in that it offers you access to selected professional portfolio managers.
You work with your Financial Advisor to determine your asset allocation needs and then select portfolio managers based on your investment objectives.
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.
Chase has the ability to remove or replace managers as necessary, on your behalf.
The manager selection process is rigorous, time intensive and dynamic.