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The Izard Rezek Group

The Izard Rezek Group

We emphasize a personalized approach in which we tailor wealth management advice and services based on the financial circumstances, investment objectives and risk profile of each client.


 

404.842.4030

800.444.2327

3424 Peachtree Road NE, Suite 1700
Atlanta, GA 30326

Welcome

The Izard Rezek Group provides comprehensive wealth management services to affluent families and institutions, as well as their respective trusts, estates, foundations and endowments. We offer customized solutions addressing investment planning, strategy and implementation, including asset allocation, portfolio construction, tax-efficiency, estate planning, charitable priorities, hedging of concentrated positions and planning for the sale of privately held businesses.

With over 75 years of combined experience, we draw upon tenured backgrounds in wealth planning, investment management and investment banking. Together with J.P. Morgan, we offer the breadth of capabilities, resources and services necessary to address the sophisticated financial planning and strategic investment needs that accompany significant wealth.

We have advised clients over three decades through periods characterized at times as “irrationally exuberant,” as well as those of profound risk aversion. During inevitable periods of uncertainty—economic crises, geopolitical events and natural disasters among others—our primary responsibility is to provide informed and sound counsel to help clients protect and grow their wealth.

Guiding Principles

Our advice, recommendations and execution are guided by an overarching mandate—to address clients’ goals, needs and concerns, delivering on this commitment in a diligent, professional and timely manner. We emphasize a personalized approach in which we tailor wealth management advice and services based on the financial circumstances, investment objectives and risk profile of each client.

We are systematic and disciplined, and our actions are governed by clear expectations established with clients. We engage clients on a regular basis to provide transparent reporting, to share market perspectives and to assess changes in client priorities. When warranted, we provide proactive advice in response to changes in capital market dynamics, as well as evolving life circumstances.

Portfolio Construction

We assist clients in developing, implementing and maintaining investment strategies tailored to their resources, needs and goals. Our approach is anchored in planning and a dynamic process that adapts to inevitable shifts both in capital markets and client needs. We devote considerable effort to investment planning to address each client’s financial situation, with particular focus on:

  • Financial position (including assets, liabilities and liquidity profile)
  • Sources and duration of income
  • Lifestyle requirements and retirement plans
  • Risk profile (e.g., preferences with respect to capital preservation vs. appreciation)
  • Legacy objectives (generational wealth transfer, charitable giving, etc.)

To help clients understand and quantify the potential consequences of their strategic investment decisions, we utilize robust quantitative tools that include modeling and simulations intended to dimension the range of outcomes a client may experience in hostile, favorable and normal capital market environments. Through recurring and proactive client engagement, our approach provides clients with the insights needed to make timely and informed decisions on matters that ultimately drive results.

Our process for onboarding new clients is robust and thorough. After a careful analysis of their financial circumstances, we make specific asset allocation recommendations, on an account-by-account basis, addressing the corresponding liquidity needs, time horizon, growth objective and risk profile of each account. We carefully review the trade-offs and potential impacts associated with these recommendations, vetting suitability while establishing clear expectations. Upon approval by the client, we construct and manage portfolios utilizing a combination of carefully vetted, third-party active managers and low-cost, passive investment strategies.

Meet Our Team

Click a profile to learn more about each member

D. Bailey Izard

Managing Director


404.842.4030

bailey.izard@jpmorgan.com

3424 Peachtree Road NE, Suite 1700
Atlanta, GA 30326

Chris Rezek, CFP®

Managing Director


404.842.4523

chris.rezek@jpmorgan.com

3424 Peachtree Road NE, Suite 1700
Atlanta, GA 30326

Chris Skijus

Client Associate


404.842.4079

chris.skijus@jpmorgan.com

3424 Peachtree Road NE, Suite 1700
Atlanta, GA 30326

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To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our  J.P. Morgan Securities LLC Form CRS and  Guide to Investment Services and Brokerage Products.

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. 

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

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Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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