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Don Swift

Don Swift

I have found that one of the most important factors in wealth and portfolio management is an intrinsic understanding of the global markets and a deep familiarity with the available investment vehicles and products.


 

617.654.2024

donald.s.swift@jpmorgan.com

50 Rowes Wharf, 4th Floor
Boston, MA 02110

Value Proposition

Our team has found that one of the most important factors in wealth and portfolio management is an intrinsic understanding of the global markets and a deep familiarity with our clients’ goals, priorities and risk tolerance.

Serving Affluent Families and Financial Professionals

Many of our clients are among the most successful and sophisticated investors. They turn to our team for direction in establishing a holistic approach toward their personal wealth management goals. Our focus is trained on investment portfolios that will assist in getting them there.

An Institutional Approach to Personal Investments

We bring a combined five decades of investment leadership experience, which affords an information advantage not readily available to individual investors. Our deep institutional background enables us to provide a sophisticated yet straightforward advisory experience for the personal wealth management needs of ultra-high-net-worth individuals and their families.

Small by Design. Intimate in our Approach. Focused on you.

From our perch at J.P. Morgan Wealth Management, our team offers the personalized service of a boutique organization coupled with the global resources of J.P. Morgan, one of the largest and most well-respected financial organizations in the world. The firm’s 160-year history of serving individuals and institutions alike allows us to draw on the intellectual capital, real-time insights and award-winning research1 needed to inform our detailed process.

Direct access to specialist resources:

Our practice is further enhanced through collaborative teamwork with the professional resources of the firm. Wealth Management Specialists can help Wealth Advisors on a caseby- case client basis, depending on the situation and need.

Holistic Capabilities

As the first point of contact, our team serves as a dedicated resource to counsel clients on the full range of wealth management disciplines.

  • Goals-based Financial Analysis and Planning
  • Asset Allocation, Portfolio Design and Construction
  • Private and Alternative Investments*
  • Tax Efficient Planning Strategies
  • Cash and Liquidity Management: Maximizing income in a low interest rate world
  • Philanthropy, Wealth Transfer and Asset Protection
  • Education and Retirement Funding
  • Risk Management Strategies
  • Banking, Credit, Lending and Liability Management

*Investment products may not be suitable for all investors. It is important to review all offering documents and understand the risks associated with the underlying investment products before investing.

Investment Advisory Services

Tailored And Attentive

We believe that personal wealth management requires a high level of specialized attention and world-class resources to realize your important life goals. We provide a hands-on and collaborative experience that is grounded in doing what’s best for each client.

Rigorous Portfolio Construction

Our holistic investment philosophy emphasizes goals-driven portfolio construction on an open architecture platform. We take a due diligence approach that examines every angle so that we may identify appropriate investment ideas. Our team selects high-quality instruments to build tailored portfolios and leverages a blend of financial tools and modeling techniques to refine investment decisions. We are keenly focused on returns net of fees/expenses and use active management when compelling performance criteria exist.

Emphasis on Tax Efficiency

We are experienced in tax efficiency and in building low-cost exposure to asset classes, which we take to a higher level than most. Our team works in partnership with CPAs and your other outside advisors to help structure your assets to enhance wealth and minimize tax liabilities.

Cash Plus

In this low interest rate environment, our decades of fixed-income experience results in an unusual understanding of successful risk-adjusted techniques for investing excess cash. Our team seeks to access higher yields while maintaining high-quality investment-grade credit exposure, which may generate higher income than cash deposit accounts and money market funds. We will often recommend a segmentation strategy that reflects the desired access to liquidity and improved yield return on cash and cash-like investments.

Ongoing Communications

Our portfolio management approach involves periodic tactical revisions and rebalancing allocations when appropriate. By maintaining frequent contact, we stay in tune with changes happening in your life that may lead to portfolio recalibration.

J.P. Morgan Managed Discretionary Portfolios

For clients who prefer minimal involvement in their investment portfolio activity, we provide J.P. Morgan Core Advisory Portfolios managed by J.P. Morgan’s Chief Investment Office portfolio management team.

Specialist Resources

Can assist J.P. Morgan Advisors on a case-by-case client basis.

CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.
1. Source: Institutional Investor, 2020.

 

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

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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J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

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.

Please read additional Important Information in conjunction with these pages.