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The PDI Group

The PDI Group

The Purpose Driven Investment Group 

Meet Your Goals + Make a Difference 


 

800.688.2327

560 Mission Street, Suite 2400
San Francisco, CA 94105

Imagine going to bed at night knowing your finances are in good hands with someone who has your best interests in mind, AND that your investments are supporting you and your family as well as the causes that you care about most.

Whether you want to:

·  get clear on how to fund your goals and enjoy a comfortable retirement

·  optimize the financial aspects of complex stock compensation options

·  invest in innovative companies and funds that align with your values 

·  address climate change through your portfolio 

·  optimize your philanthropy, gifts, wealth transfers, and charitable giving.

·  feel like a person, not a number 

·  (or all of the above)

...we’ve got you covered.

At Purpose Driven Investment Group, we help you think about and plan for your current financial goals, as well as the legacy of your wealth including how your assets can benefit future generations, charities, and institutions. 

 

Who We Serve 

Our clients are individuals and families with wealth, who want to positively impact the world. We don’t have one “type” of client. We are open to chatting with anyone who fits the description above, and enjoys working with our well defined process. That said, here are some common themes in our client base.

  • Bay Area parents who are tech and biotech executives or employees.
  • Inheritors who want to direct their inheritance toward positive change.
  • Multi-generational families with legacy wealth.
  • People who hold concentrated positions of a stock, pre and/or post-IPO.
     

What it’s like to work with us

Getting to Know You

Before the first dollar is invested, we listen to you. We want to know about your goals, your passions, your attitudes toward money and possible past financial scars, your hopes for your legacy, and the people and causes you hold dear.

 

Setting Up For Success

After this period of conversation, and deep listening on our part, our team drafts a plan that is tailored to achieve your specific goals, while taking care of the people and causes you love. After you review the plan and give us feedback, we will open up any accounts needed and assist you in transferring funds into those accounts. We know this is a paperwork heavy process, and we take a hands-on approach to help you each step of the way. Our team will then design and invest your accounts so that your investment portfolio aligns with both your financial goals and your values.

 

Continuous Communication

Once that initial setup process is complete, you’ll hear from us monthly by email, and quarterly by phone. You are always welcome to call us. Hearing from our clients is one of the best parts of our work!

Behind the scenes, the team stays on top of market and financial changes, and how they might impact you. One of us will reach out to you as needed as well as at least annually (usually more often) to support you and to help ensure your personalized wealth plan is adjusted for any changes in your personal situation, market conditions and tax law changes.

Though the work behind the scenes is complex and detailed, meetings with you are held in normal language, without financial jargon. We enjoy answering your questions.

And the best part- in addition to understanding your financial needs, we get to know YOU. Your family, your work, your passion projects. Our team loves hearing about your parents, your kids (or fur babies), your volunteer work, or your latest vacation. We want to know you, and how you want to impact your family, your community, and our world.

 

Results

The result is - like our name suggests - purpose driven investments, with you, and your values, at the center of all we do.

 

Let’s get started

Now that you’ve learned more about us, we’d love to get to know you better and see how we could support your purpose. Click below to contact any one of us and we’ll set up a time to connect! 

Meet Our Team

Click a profile to learn more about each member

Christian Ach

Executive Director


415.772.3221

christian.ach@jpmorgan.com

560 Mission Street
Suite 2400
San Francisco, CA 94105

Betsy Bliss

Executive Director


415.772.2945

betsy.bliss@jpmorgan.com

560 Mission Street, 24th Floor

San Francisco, CA 94105

Habib Ngom

Senior Client Associate


415.772.3220

habib.ngom@jpmorgan.com

560 Mission Street
Suite 2400
San Francisco, CA 94105

Specialist Resources

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

1. Report on US Sustainable and Impact Investing Trends, published by The Forum for Sustainable and Responsible Investing, 2020.
2. Report on US Sustainable and Impact Investing Trends, published by The Forum for Sustainable and Responsible Investing, 2020.
3. JPMorgan Global Quantitative & Derivatives Strategy. ESG—Environmental, Social & Governance Investing (March 31, 2017). Past performance is no guarantee of future results. You may not invest directly in an index.

 

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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