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Outsourced Chief Investment Office (OCIO)

With the growing complexity of the global markets, more endowments, foundations and families are partnering with trusted resources like J.P. Morgan to help pursue their objectives. Gaining access to a team with experience and sophisticated tools allows you to focus on the things that matter most.

Our clients are our partners


For generations, J.P. Morgan has helped some of the world’s most successful families and nonprofit organizations preserve and grow their assets. Either as your dedicated investment team, or as an extension of your internal investment resources, we partner with you on on all your financial and investment needs.

What sets us apart*

$74B

assets under supervision

170

years of fiduciary and philanthropic experience

19+

years average team
member experience

Partnership is what drives success


As your OCIO, we will provide consultative and customized advice with your specific goals and mission in mind. By gaining a deep understanding of your needs, we can also deliver the resources to help address your operational and administrative challenges.

Are you interested in accessing the experience and innovation of our Outsourced Chief Investment Office team?

The commitment of a specialized team. The resources of a global leader.


Our dedicated and seasoned professionals have the flexibility, experience and perspective to deliver for you on demand. But you don’t give up control. You choose the level of support you need—from a customized approach to full service.

Experience holistic guidance and insightful thought leadership

Whether you’re searching for a partnership or looking to create a private foundation, our thought leadership guides and insights are available to you, to leverage for your organization’s mission.

Learn More
* as of October 2023

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

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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

Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.