Delivering full service and hands-on capabilities
We recognize that affluent individuals have specific issues that require a discerning approach. Our practice is limited to a select group of clients so we can deliver an attentive level of service. Partnering together with you, we serve as a trusted advisor to guide you through the intricacies of financial decision-making.
Connected to an array of resources
As your first point of contact, we serve as a gateway to the products and services of J.P. Morgan, which are readily available as the need or opportunity arises – banking, lending, mortgages, and credit. This comprehensive approach helps ensure that we attend to the entirety of your needs.
A focus on capital preservation
We employ a tailored process to place you in an asset allocation that aligns with your objectives, concerns, risk tolerance and financial intentions. Our approach is strategic and designed to help protect your capital against potential volatility in the marketplace. Through thoughtful implementation, we help ensure that you understand the value of each decision and gain the confidence to stay the course in both good and challenging times.
Active portfolio management
As a member of the J.P. Morgan Portfolio Manager Program, we are part of a select group of advisors who undergo a screening process to manage discretionary client portfolios, and subject to ongoing quantitative and qualitative reviews to assess investment strategies. The extensive range of actively managed strategies that can be employed are tailored with each client’s specific investment goals in mind.
We tap J.P. Morgan’s tools, metrics, and award-winning research team1 along with 3rd party data sources to develop an informed view of the investment landscape. These inputs enable us to refine sophisticated market data into meaningful information, to provide you with a better understanding of your financial decision-making.
Ongoing review and management
Just as economic and market conditions evolve, your goals and needs may transform as well and merit ongoing consideration and analysis. Continuous portfolio evaluation allows us to rebalance allocations and remain flexible.
J.P. Morgan legacy
At J.P. Morgan, we have the backing of one of the largest and most respected financial organizations in the world. The firm’s 160-year history of serving individuals and institutions alike allows me to deliver the highest caliber of wealth management guidance.
We are proud to simplify the roadmap toward investment management and aspire to be a partner in your success.