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Investment Expertise from J.P. Morgan
to Help Plan for Tomorrow

Draw upon the knowledge of J.P. Morgan investment expertise and planning advice.
Benefit from more than 160 years of experience

J.P. Morgan is one of the most respected names in finance and a global leader in asset and wealth management. For more than 160 years, J.P. Morgan has helped individuals and families build wealth, manage it effectively and pass it on to future generations. Through your J.P. Morgan Private Client Advisor, you now have access to the investment expertise, planning and retirement advice, market perspectives and economic outlooks of J.P. Morgan.

Reaching Your Financial Goals

Your J.P. Morgan Private Client Advisor will work with you to:

  • Gain a deep understanding of your investment objectives, investable
    assets, time frame and risk tolerance

  • Help prioritize your financial goals

  • Conduct a Customized Financial Analysis to outline a strategic path designed to help you reach your goals and anticipate any unexpected scenarios you might encounter along the way

  • Monitor and make adjustments as your life and the markets evolve

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Access to J.P. Morgan Global Expertise

Enjoy access to J.P. Morgan investment strategies and market perspectives, as well as a mix of leading asset managers that best match your risk and return profile. Also benefit from ongoing reviews and analysis of your portfolio focused on helping you balance and meet your goals.

Global Strategy Team

Leverages global market and economic insights to formulate powerful investment strategies for affluent investors.

J.P. Morgan Private Client Advisor

Understands your goals and helps you decide which investment strategies may be right for you.

Global Solutions Team

Continuously searches, monitors and evaluates asset managers across the globe to implement and manage portfolio strategies.

The J.P. Morgan Approach

With your individual portfolio in mind, the J.P. Morgan Approach combines:

Portfolio Management

The J.P. Morgan investment philosophy revolves around your core portfolio and can be complimented with more specialized strategies and themes.

Manager Selection

J.P. Morgan determines which of the world's money managers are best positioned to execute our investment view, and are most likely to deliver consistent, long-term, risk-adjusted returns within prevailing market conditions.

Market Perspectives

As the global economy continues to evolve, J.P. Morgan offers unique insights about economic and social challenges our clients and the industry face now and in the future.

By learning about your personal and investment goals, time frame and risk tolerance, your J.P. Morgan Private Client Advisor is able to determine what investments are best suited for your needs. These include:

  • Investment Advisory Services

    Benefit from the expertise of our top professional money managers for a portfolio tailored to your needs.

  • Mutual Funds

    Diversify your portfolio with over a thousand different mutual funds.

  • College Planning

    Prepare for future educational costs by investing in tax-advantaged 529 college savings plans.

  • Securities-Based Lending

    A strategy that can help you meet your liquidity needs while keeping your portfolios in place.

  • Annuities

    Access to carefully selected fixed and variable annuities that can help you build for retirement.

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Perspectives from J.P. Morgan

As the global economy continues to evolve, J.P. Morgan offers unique insights about economic and social challenges our clients and the industry are facing now and in the future.

Article

Max Out. Don't Miss Out.

Five strategies for getting the most from your IRA.

Read More about Five strategies for getting the most from your IRA.

Article

Spring Economic Outlook

Despite volatility, the U.S. economy will support global recovery in 2015.

Read More about Economic Outlook: Anthony Chan

Article

Top Ideas for
2015

Key strategies to consider for 2015.

Read More about Our Top Ideas 2015

Article

Integrating Social Security

Factoring benefits into your retirement planning process.

Read More about Integrating Social Security

Your Goals Become Our Goals

Planning for Your Future Today

Planning for Your
Future Today

A Customized Financial Analysis will outline a strategic path to help reach your short and long-term goals, and anticipate unexpected scenarios that you might encounter along the way.

Learn More
Attaining the Retirement You Imagine

Attaining the Retirement
You Imagine

Your J.P. Morgan Private Client Advisor will work with you to develop a plan for retirement that balances your unique priorities and goals.

Learn More
Preparing for Your Child's Education

Preparing for Your
Child's Education

As you plan for a child's education, your J.P. Morgan Private Client Advisor can help develop a strategy that takes into account your college funding needs.

Learn More
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Interested in Learning More?

Speak with a Chase Private Client professional to learn more about how we can help you reach your financial goals.

LET US CONTACT YOU
What Chase Private Client Can Do for You

Concierge Banking

Your Private Client Banker provides you with premium banking solutions available only through Chase Private Client.

LEARN MORE about Concierge Banking

Your Goals

Whether you're saving for a first or second home, paying for an education or planning for retirement, your dedicated team will work with you to help develop a plan that aligns with your goals.

LEARN MORE about Your Goals

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