Investment consulting
printThe stronger the performance of your investment portfolio, the greater your opportunity to fulfill your organization's mission. You can turn to JPMorgan, one of the world's leading investment management firms, for the precise level of support you need. At every stage of the investment process — from strategy formulation to implementation to execution — we have invested in the intellectual capabilities to meet your organization's complex needs.
An investment program centered on you
Our aim is to generate consistent returns that outpace their benchmarks within the context of your particular goals. In the first phase of our process, we strive to learn about your organization in depth - its financial situation, objectives, time horizon and risk parameters.
Enhanced asset allocation
Strategic asset allocation decisions will have a major impact on your long-term investment results. While most firms base asset allocation decisions purely on a backward look at asset class performance, we take the additional step of incorporating a forward-looking view of market returns, risks and correlations. We also look beyond the traditional asset classes - stocks, bonds and cash — to incorporate alternative, absolute-return-based investments. To capture short-term opportunities or limit risks, we may recommend tactical adjustments to your asset allocation.
Rigorous portfolio construction
Believing that manager selection can add appreciably to returns, we pay close attention to the portfolio construction process. Using proprietary analytical tools, we select the blend of compatible managers that best matches your organization's needs and risk tolerance.
A philosophy of guided choice
Unlike firms that are fund supermarkets, we take responsibility for identifying a targeted number of investment solutions. Some come from within our family of managers and others from external firms. Whichever the case, we are uncompromising in our due diligence.
Sophisticated risk management
Risk management is a vital component of our investment process. We actively manage risk to help provide consistent returns and work with you in an effort to match portfolio performance with your organization's distribution goals.
Contact a JPMorgan Advisor to learn more about JPMorgan's investment consulting services. Alternatively, you may contact any JPMorgan office.
Products and services, including fiduciary and custody products and services, are offered through JPMorgan Chase Bank, N.A. and its affiliates. Securities are offered by J.P. Morgan Securities Inc., member FINRA, NYSE and SIPC. J.P. Morgan Securities Inc. is an affiliate of JPMorgan Chase Bank, N.A.
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