J.P. Morgan Securities Financial Advisors provide access to a wide array of investment products and strategies.
A broad range of investment choices
Whether you are an experienced investor who makes your own investment decisions, or you prefer to have an advisor develop a customized investment portfolio based on your needs and goals, we have a platform that provides the level of guidance and expertise that is right for you.
Constructing Your Portfolio
At J.P. Morgan Securities, we believe that the key to a sound investment strategy is designing a portfolio that meets our clients’ specific needs and achieves the right balance between risk and return. Our Financial Advisors combine their investment experience with a disciplined portfolio construction process to tailor a portfolio that considers your unique circumstances, such as diverse family objectives or business and tax concerns.
Your Financial Advisor can work closely with you to tailor an investment plan that meets your unique needs and goals, using a four step process:
- Review Your Financial Profile
Your Financial Advisor may begin by gathering information about your assets and liabilities and other relevant information, including your trust and estate arrangements and tax history. This information can be used to prepare a comprehensive overview of your entire financial picture.
- Understand Your Needs and Goals
Next, your financial goals and investment priorities will be explored. Do you wish to concentrate on building or protecting your wealth? Do you have special family circumstances to consider or business requirements that must be addressed? We will consider your future financial commitments and their impact on your cash flow. We’ll also seek to understand your tolerance for risk.
- Develop an Investment Strategy
Achieving the right balance between risk and return is one of the keys to creating a sound investment strategy. Your Financial Advisor can help formulate an appropriate allocation of your assets and can work with you to construct a broadly diversified portfolio that seeks to increase potential returns while striving to smooth out volatility. Once you and your Financial Advisor agree on how your investments should be allocated among asset classes, you can work together to implement your portfolio.
- Track and Monitor Your Portfolio
Your Financial Advisor can review your portfolio to keep it aligned with market developments and changes to your personal circumstances. As your investment objectives change, he or she can reevaluate your portfolio and, when necessary, help you rebalance it.