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The J.P. Morgan Advantage - Guidance For What’s Most Important
A dedicated advisor, a thoughtful process based on your goals, and our global team of experts. All working for you and your family.
A Dedicated Advisor Who Understands You
Your J.P. Morgan Private Client Advisor will get to know you, your family, and your goals from day one. It’s essential for creating personalized strategies that evolve over time.Your Dedicated Advisor
A Personalized Process Defined by Your Goals
We use our global expertise and personalized, goals-based approach to help you get more out of today — and be ready for tomorrow.Our Planning Process
Expertise At Work For Your Goals
With more than 200 years of proven expertise and $2 trillion in assets, J.P. Morgan knows the market and how to help you make the most of it.Our Knowledge & Insights
Your Private Client Advisor A Dedicated Advisor Who Knows You
By getting to know you and what’s important to you, your dedicated J.P. Morgan Private Client Advisor:
- Helps you plan to balance your immediate financial needs with your long‐term goals, such as retirement
- Creates an investment strategy that matches your preferred level of risk and helps you pursue your financial goals
- Meets with you regularly to update your strategy and asset allocation as life and goals change
- Informs you about market and economic trends that you can take advantage of to complement your core portfolio
Our Planning Process - Personalized And Defined By Your Goals
Your life is unique. When you’re a Chase Private Client, so is your strategy.
Step 1: Discuss Your Goals And Objectives
We’ll start by working together to clearly define your short- and long-term goals, big and small. It’s all based on smart questions, attentive listening and close collaboration.
Step 2: Create And Implement A Personalized Strategy
Next, we’ll prioritize what's most important to you and develop a plan that helps you achieve it. We’ll discuss a range of factors, including diversified products, market conditions and economic trends.
Step 3: Evolve Your Strategy Over Time
As your life and priorities change, your strategy will change with it. We’ll meet regularly to refine it, informed by real-time insights and global expertise. We’ll help you stay on target.
Ready to take the first step? Let's Connect
A team of experts help you create a portfolio that makes sense for you.
Your J.P. Morgan Private Client Advisor
A Personal Strategist
Your advisor will help you set goals, select investment strategies and gain access to the rest of the J.P. Morgan team.
Chief Investment Office Team
Economic Thought Leaders
Gain unique insights about economic and market conditions from our J.P. Morgan Chief Investment Office, with strategies that evolve with the global economy.
Portfolio Management Group
Identify investment strategies that align with your goals and are consistent with the risk and return expectations of your portfolio.
A proven process based on listening and co-creating a personalized strategy.
Based on what we know about you and the market, we’ll work together to create your core portfolio: a mix of long-term and short-term investments that align with your goals.
As time goes on, we’ll continue to meet with you and make tactical allocation shifts that adjust your portfolio to reflect current market circumstances and avoid risk.
Your plan for growth and stability. Thoughtful portfolio diversity that aligns with your goals and market trends.
Grow Your Portfolio
By considering growth-oriented investments across geography, sector, style and market capitalization, we help you diversify your portfolio.
Stability Through Variety
High-quality fixed income, cash and sub-asset classes (including government bonds and government agency, corporate, municipal and mortgage-backed securities) can offer a more predictable income stream.
Diversify in More Ways
We can introduce you to other investments, such as liquid alternatives or hedge funds, which aren't correlated to the market and can help reduce portfolio volatility.
"It’s not just access to J.P. Morgan investment vehicles. It’s also the retirement planning, the kids’ college fund, the rainy day fund."
Raising two young children, Nahid and Farzana have plenty to plan for – two college funds, saving for retirement and buying a home. Their Private Client Banker, Pragya, and their Private Client Advisor, Brendan, help them develop an investment approach that takes all their goals into consideration.†
FAQ - Common Questions About Chase Private Client
Our Thinking Insights for Private Clients
J.P. Morgan insights and thought leadership provide timely market insights, information about retirement, and more.
Our Investment Philosophy: J.P. Morgan’s Four Pillars of Wealth Management
J.P. Morgan’s team of dedicated professionals can guide you through the complexities of the market in designing an investment portfolio that aligns with your personal goals and unique preferences.