In today’s changing world, significant wealth requires sophisticated, highly customized strategies. Our group provides comprehensive asset management services to address the complexities that often accompany substantial capital.
Collaboration with clients
We take a team approach to dedicated care for your unique situation, providing the type of personal touch that is invaluable when advising families with considerable assets. Together, we bring rigorous attention to the details of every interaction. Our group functions seamlessly alongside CPAs and other outside advisors to help ensure that the entirety of your financial scenario is organized in a holistic fashion.
A comprehensive approach to wealth management
We employ a customized investment management style that incorporates both sides of the balance sheet and all asset classes. Our team begins with a qualitative assessment of your expectations, short-term requirements and longer-term objectives to explore and understand your financial intentions—whether you seek capital growth and income generation or more intricate corporate directives.
Offering custom credit, lending and liquidity strategies
Our team believes that lending should be an important component of wealth management, and we leverage J.P. Morgan’s extensive credit platform to help with a full range of borrowing objectives, including mortgages and lines of credit. We evaluate the timing and impact of liquidity transactions as they relate to market expectations and attend to tax considerations, cash flow management and a multitude of other wealth management issues that clients may face.
Experienced portfolio management
We have found that one of the most important factors in portfolio management is an intrinsic understanding of the global markets and a familiarity with the range of investment vehicles available. Among the instruments that we typically employ in portfolio construction are ETFs, fixed-income, derivatives, structured notes and other alternative investments. Private investments add tactical flexibility and short-term advantages.
Delivering intellectual strength and institutional access
Our team combines robust analytics with the award-winning research of the firm1. We are actively engaged in the capital markets—an involvement that focuses our awareness on economic conditions, opportunities and timing. Our role as investors requires direct and daily participation, providing us with valuable insights into macroeconomic movements and opportunistic themes.
Connected to a wealth of resources
The group’s strength derives from the network and know-how we bring to bear for the benefit of each individual client. We function as a powerful gateway to the resources of J.P. Morgan, which are readily available and directly accessible as the need or opportunity arises.