We’re Fully Invested in You
A Dedicated Advisor Who Understands You
Your J.P. Morgan Private Client Advisor gets to know you, your family and your goals from day one, forming a personal relationship that grows over time.
A Personalized Process Defined by Your Goals
A Dedicated Advisor Who Understands You
By getting to know you and what’s important to you, your dedicated J.P. Morgan Private Client Advisor:
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Helps you plan to balance
your immediate financial needs with your long‐term goals such as retirement
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Creates an investment strategy
that matches your preferred level of risk and helps you pursue your financial goals
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Meets with you regularly
to update your strategy and asset allocation as life and goals change
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Informs you about market and economic trends
that you can take advantage of to complement your core portfolio
A Personalized Process Defined by Your Goals
Your set of goals is unique and, when you’re a Chase Private Client, so is your strategy.
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Discuss Your Goals and Objectives
You and your J.P. Morgan Private Client Advisor will work together to clearly define your short- and long-term goals, both big and small.
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Determine Your Probability of Reaching Your Goals
We’ll do a Customized Financial Analysis1 to calculate your probability of reaching your goals, looking at your cash flow needs, assets, objectives, time frame and risk tolerance.
Play Around With ProbabilityUse our interactive tool to see how the retirement picture can change based on decisions made today.Try -
Develop and Implement a Personalized Strategy
Once we understand your financial picture, we develop a personalized strategy that helps you move toward where you want to be. With the global expertise of J.P. Morgan at your back, we help you consider a wide range of factors, including diversified products, market conditions and economic trends.
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Your Strategy Evolves as You Do
As your life and priorities change, your strategy changes along with it. We’ll continue to meet with you to help refine your financial strategy. Informed by real-time insights and expertise from our global organization, we help you stay on target.
Ready to take the first step?
Expertise That Helps You Get Ahead
A team of experts help you create a portfolio that makes sense for you.
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Your J.P. Morgan Private Client Advisor
Personalized StrategyWork with your advisor to set your goals, select investment strategies, and gain access to the rest of your J.P. Morgan team.
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Chief Investment Office Team
Economic InsightsBenefit from unique insights about economic and market conditions from our J.P. Morgan Chief Investment Office, with strategies that evolve with the global economy.
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Portfolio Management Group
Investment StrategiesIdentify internal and external investment strategies that align with your goals and are consistent with the risk and return expectations of your portfolio.
Based on what we know about you and the market, we work together to create your core portfolio, which is made up of a mix of long-term and short-term investments that align with your goals. As time goes on, we continue to meet with you and make tactical allocation shifts to adjust your portfolio to reflect current market circumstances and avoid risk.
Through thoughtful diversity that aligns with your goals and market trends, we help you plan for growth and stability.
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Grow Your Portfolio
By considering growth-oriented investments across geography, sector, style and market capitalization, we help you diversify your portfolio.
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Obtain 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. 2
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Diversify in More Ways
We’ll introduce you to other investments, like liquid alternatives or hedge funds, which aren't correlated to the market and can help reduce portfolio volatility.
Nancy Rooney, Head of Managed Solutions for J.P. Morgan Private Bank.
“It’s the access to J.P. Morgan investment vehicles, it’s the retirement planning, it’s the kids’ college fund, it’s the rainy day fund.“
Nahid & Farzana, Chase Private Clients since 2015
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.†
Take a Glimpse Into Your Financial Future
Save for tomorrow, make the most of today. Try our interactive tool and discover how a J.P. Morgan Private Client Advisor uses the power of probability to help you pursue your financial goals.
Answers to Common Investing Questions
Our Thinking, Now All Yours
Benefit from J.P. Morgan’s insights and thought leadership that cover everything from investment strategies and retirement advice to market perspectives and economic outlooks.
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