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The MHC Group

The MHC Group

Our team taps the extensive resources of J.P. Morgan to provide a wealth of value-added services.

312.580.4009

10 S. Dearborn, Floor 32
Chicago, IL 60603

Welcome

The MHC Group serves the wealth management needs of entrepreneurs, business owners, and high-net-worth individuals and their families who have worked hard to acquire significant capital and are looking for tax-efficient ways in which to make these assets work for them.

Holistic financial planning
We understand first-hand the desire to grow, preserve and transfer wealth in a manner that is consistent with personalized goals. By evaluating both sides of the balance sheet and providing you with tailored financial plans, we attend to the astute organization of every aspect of your investment life.

Core proficiencies
Our team taps the extensive resources of J.P. Morgan to provide a wealth of value-added services. We have strong competencies to address customized needs for lending opportunities, executive services and ERISA accounts.

Distinguished capabilities
We offer the structure and strength of a fully integrated wealth management practice coupled with the substance of our deep capabilities. While our credentials are differentiated and our skillsets distinctive, we are united in a common mission.

Backed by an industry leader
Our team leverages the investment platforms and intellectual capital of J.P. Morgan, a global powerhouse in asset and wealth management. Our clients benefit from boutique-level support combined with the fortress balance sheet of one of the largest and most respected financial firms in the world.

Investment Approach

Plan. Enhance. Protect.
Most clients invest to grow and maintain their wealth. But wealth is rarely an end in itself—it often serves as a springboard toward your personal and business aspirations and goals. As a group of advisors who have worked diligently to cultivate a successful practice, we understand first-hand the depth of this ambition. Our mandate is to build financial strategies that help your assets work for you.

Holistic wealth management
We serve the wealth management needs of business owners, entrepreneurs, C-suite executives and successful professionals. Our integrated approach considers the totality of each client’s financial picture. We bring a robust background in lending, investment management, retirement planning and executive services to address a broad range of personal requirements—tailored portfolios, generational wealth transfer ideas, private banking and more.

Goals-based approach
Recognizing that every financial scenario is different, we use a disciplined process that is attuned to your specific needs and goals. This involves a thorough data gathering to look at both sides of the balance sheet, analyzing liabilities as well as assets to see how they may be better managed.

We draw on our significant foundation in asset allocation, diversification and investment management to explore potential trade-offs and projected outcomes. As a team with a CERTIFIED FINANCIAL PLANNERTM on staff, we design and implement customized plans that align with personalized objectives.

Efficient portfolio construction
Our strategy is to build portfolios using ETFs and other indexed investments to create tax-advantaged results at a reasonable cost. We believe this approach enables us to construct efficient and tailored portfolios that are sustainable for the near and long terms.

By tapping the institutional research of J.P. Morgan, we have direct access to the intellectual capital that informs our investment decisions. We remain agnostic in our financial ideas and make full use of the firm’s open architecture platform.

Portfolios are allocated to take the least amount of risk possible to accomplish a client’s goals. We look for vulnerabilities and hedge our strategies to help avoid downside exposure.

Core proficiencies
Once individualized opportunities have been identified for a client, we tap the extensive resources of J.P. Morgan to provide a wealth of value-added services. Our team is particularly adept at developing approaches to address the specific requirements for borrowing options, concentrated holdings and pension plans.

  • Lending, credit and mortgages
  • Executive services
    • Rule 10b5-1 plan design and execution
    • Form 144 filings for corporate insiders
  • ERISA accounts

Delta strategies
Our experience has led us to a series of principles that we deploy on behalf of our clients. We find that through consistent application of these strategies, we open up pockets of opportunity for the benefit of our clients.

  • Maintain liquidity and position clients to profit from the risk they are taking
  • Maximize cash flow, and leverage a disciplined process to better align assets against strategies with the highest probability of achieving goals

Capabilities backed by outstanding credentials
We have shaped The MHC Group around a highly credentialed team of professionals with differing yet complementary backgrounds. Our synergies work on many levels to help ensure robust support for an inclusive array of financial needs.

Partnering together, we serve as your trusted advisors to help protect, preserve and grow your wealth, and secure your legacy for future generations.

Meet Our Team

Click a profile to learn more about each member

CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.
CIMA® and Certified Investment Management Analyst® are registered trademarks owned by IMCA Investment Management Consultants Association®.

 

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.