At JPMorgan Private Bank, investing is driven by your needs rather than by our products.
Is your wealth highly liquid, overly concentrated, or is it tied up in one or more business or partnership?
How is your wealth structured?
Is the return generated by your portfolio appropriate for the amount of risk you bear?
What is your time horizon for achieving your investment goals?
How directly do you want to be involved in managing your portfolio?
Would you like to minimize taxes?
Once we know the answers to such questions, we help design an investment strategy tailored to your needs. If you have major philanthropic plans, for example, the assets you intend to donate should be managed with this need in mind. If your business requires you to put your own capital at risk, your portfolio should be structured accordingly. Your situation and your goals are unique; we believe your investments should be too.
Drawing on our own extensive research into long-term market trends, we will create an asset allocation framework that encompasses your financial assets: traditional, publicly traded fixed income and equity securities ?your core portfolio ?and to the extent appropriate, opportunistic investments, which capitalize on a particular market theme or investment expertise. After examining your needs, goals, and tolerance for risk, we can help you find the balance that is right for you.
As you prefer, we can manage your investments on a discretionary basis, advise you on investments you choose yourself, or connect you with leading third-party managers. Whatever course you choose, you will have access to institutional-quality investments that have been chosen or structured for private clients, selected by one of the world抯 premier investment organizations, and coordinated with your other assets to create a successful investment program.
