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The MTN Group

Wealth Partners at J.P. Morgan

The MTN Group

Values-Based, Modern Advisory & Asset Management for a Complex World


 

 214.979.7525

100 Crescent Court, Suite 1300
Dallas, TX 75201

Welcome

The MTN Group builds fulfilling long-term client relationships with families and organizations by providing world-class service, advice, and execution on a variety of significant financial and non-financial matters. The team’s values-based culture is the most frequently cited reason for their success helping clients navigate financial complexity and volatile capital markets. These values guide the team’s strategic thinking, aid in making difficult decisions, and underpin the groups operating model. The group serves ultra-high and high-net-worth families, company founders, ERISA retirement plan sponsors, and not-for-profit public charities. Formed in 2005, The MTN Group has been affiliated with J.P. Morgan since 2009.

Engagement

Nurture fulfilling long-term client relationships, many of which span decades and generations. Our fiduciary responsibility, deeply held care for our client’s personal and financial well-being, and commitment to transparency form the core of our approach to client relationships.

Range

Demonstrate depth and breadth across a wide spectrum of capital markets, financial and technical disciplines, and humanistic subjects. We use a weight-of-the-evidence approach for important decisions, investment or otherwise, and frequently engage in open debate to challenge and strengthen our thought processes.

Humility

We are proud of the history, tradition, and culture of J.P. Morgan and are fortunate to be able to use its resources to serve our clients. We acknowledge that a commitment to excellence does not equal perfection, and dedicate ourselves to driving meaningful improvements for clients while fostering a team culture of continuous improvement.

Family

We are deeply committed to our families and the communities we live in and serve. This commitment is made possible by the dedication of a talented work-family that supports one another in our personal endeavors by incorporating rigorous strategic planning, process resiliency, teamwork, and client service redundancy.

Portfolio Management

The MTN Group has 90 years of combined experience investing for high-net-worth families and institutions. Our team has collaborated as an investment management team for over 15 years. We manage flexible, tax-aware portfolios that combine active, passive, and hybrid strategies to build durable, efficient, and cost-conscious portfolios.

Our investment process utilizes a rigorous weight-of-the-evidence approach that accounts for fundamental, quantitative, and technical methodologies. We use personalized combinations of these strategies to create client-specific portfolio management programs. We are intermediate and long-term investors, avoid excessive turnover, and do not engage in speculative short-term trading. As your portfolio managers, we also serve as investment fiduciaries.

As part of a seamless transition to J.P. Morgan, new clients can expect a customized on-boarding plan developed in close consultation with our Portfolio Management team. The MTN on-boarding process has been refined through a decade of experience and accounts for idiosyncratic security risk, common factor risks, macroeconomic capital markets risks, tax consequences, and behavioral finance sensitivities. The MTN strategies are available exclusively to MTN clients at J.P. Morgan. All assets are held in separate accounts, with J.P. Morgan serving as custodian.

Meet Our Team

Click a profile to learn more about each member

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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.

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