Your core team, the J.P. Morgan Private Client Advisor and Private Client Banker, don’t work alone. They're backed by the 160 years of experience and expertise of J.P. Morgan, a global team of investment professionals who provide expert insight in order to keep you and your money on track. That’s how we help you accomplish your goals.
You can enjoy access to comprehensive J.P. Morgan investment strategies and market views, a mix of leading asset managers that best match your risk and return profile, ongoing and vigilant reviews and analysis of your portfolio to help identify and balance short‐ and long‐term 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.
With your individual portfolio in mind, the J.P. Morgan Approach combines:
The J.P. Morgan investment philosophy revolves around your core portfolio and can be complemented with more specialized strategies and themes.
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.
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
Diversify your portfolio with over a thousand different mutual funds
Prepare for future educational costs by investing in tax-advantaged 529 college savings plans
A strategy that can help you meet your liquidity needs while keeping your portfolios in place
Access to carefully selected fixed and variable annuities that can help you build for retirement
Access Advice from our J.P. Morgan Experts
We bring you global expertise from experts like Nancy Rooney, Head of Managed Solutions for J.P. Morgan Private Bank.
LEARN MORE about Access Advice from our J.P. Morgan Experts
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 AnalysisFootnote 1 to outline a strategic path designed to help you reach your goals and adjust for unexpected scenarios you might encounter along the way
Advise you on financial decisions as you move through the different stages of your life
Explore our interactive tool for a glimpse into how your J.P. Morgan Private Client Advisor uses the power of probability to help you achieve your financial goals.
Through evolving markets, our experts consider the biggest issues facing clients and turn unique insights into meaningful advice and actionable plans.
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Take control of your future
Making small adjustments to your plan today may have a substantial impact on tomorrow. Working with your
J.P. Morgan Private Client Advisor, you can make changes as your life and goals evolve.
Retire on your terms
Your J.P. Morgan Private Client Advisor will work with you to develop a retirement strategy that’s as unique as you and your lifestyle.LEARN MORE
Prepare for the growing
cost of higher education
How do you balance saving for a child’s education with other current and future goals? Your J.P. Morgan Private Client Advisor can help develop a strategy that makes sense for you and your family.LEARN MORE
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Whether you're saving for a first or second home, paying for an education or planning for retirement, your dedicated team can help you outline a strategic path to help you meet your goals.LEARN MORE about Your Goals