Chase Private Client | Our Thinking | Our Investment Philosophy: J.P. Morgan’s Four Pillars of Wealth Management

Our Thinking

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.

 

Our Philosophy Is Grounded In Four Pillars:

Long-Term Investment icon

Long-Term Investment

Stay invested with a management team whose interests align with yours
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Tactical Flexibility

We identify opportunities through market dislocations that may enhance performance by either increasing or reducing portfolio risk
Asymetric Approach to Risk icon

Asymetric Approach to Risk

We look to capture more upside than downside in order to compound returns more efficiently over time
Specialization icon

Specialization

Our integrated team of specialists focus on the unique attributes of each asset class
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Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved.


JPMORGAN CHASE AND ITS AFFILIATES DO NOT PROVIDE TAX, LEGAL OR ACCOUNTING ADVICE. THIS MATERIAL HAS BEEN PREPARED FOR INFORMATIONAL PURPOSES ONLY, AND IS NOT INTENDED TO PROVIDE, AND SHOULD NOT BE RELIED ON FOR, TAX, LEGAL OR ACCOUNTING ADVICE. YOU SHOULD CONSULT YOUR OWN TAX, LEGAL AND ACCOUNTING ADVISORS BEFORE ENGAGING IN ANY TRANSACTION.

 

See Deposit Account Agreement (PDF) and Deposit Products & Services (PDF) for more information. Speak with a banker for current interest rates.

 

"Chase Private Client" is the brand name for a banking and investment product and service offering.

 

Bank deposit accounts, such as checking and savings, may be subject to approval. Deposit products and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.

 

Qualifying personal investments include the following: Prior end of month balances for investment and annuity products offered by JPMorgan Chase & Co. or its affiliates and agencies. Balances in certain retirement plan investment accounts, such as Money Purchase Pension and Profit Sharing Plans, do not qualify. Investment products and related services are only available in English.

 

JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (JPMS), a member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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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