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Core Managed Strategies

J.P. Morgan Private Bank’s core managed investment strategies can be the foundation for a lifetime of investing. We start with your goals, and consider your investment horizon, risk tolerance, tax considerations and your preferences. When you choose to invest with us, it’s the first step on a journey we take together.

J.P. Morgan Private Bank's Approach to Core Managed Strategies 

A great investment portfolio is like a modern skyscraper— innovative design built on a solid foundation.

Our core managed strategies are designed to be the diversified investments that make up your long-term investment plan.

To construct a well-diversified portfolio, our teams build strategic asset allocations based on your goals and preferences. Portfolio managers then evaluate the current market environment to identify tactical opportunities with the potential to enhance your portfolio by reducing risk or enhancing performance.

Our specialists choose way to put their insights into practice within your portfolio through the thoughtful selection of investments across the active and passive universe.

Build your unique portfolio from a platform of choice

  • How do you think about the performance of your portfolio? Are your looking to enhance returns relative to a market benchmark over a medium to long time horizon? If so, a total return strategy may be the solution.
  • Or do you think about performance in absolute terms? Our cash-based benchmark strategies are designed for investors like you.
  • Do you need to meet the unique investment needs of a not-for-profit organization? An endowments and foundations strategy is designed to account for longer investment horizons, different tax treatment and annual spending rate requirements.

Our portfolio managers complement a long-term strategic perspective with timely, tactical opportunities to make sure they put their best investment ideas to work for you.

Contact us to discuss how we can help you experience the full possibility of your wealth.

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LEARN MORE About Our Firm and Investment Professionals Through FINRA 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

 

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. Insurance products 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. Please read the Legal Disclaimer in conjunction with these pages.

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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