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  • The Private Bank’s mission is to build, preserve & transform our client’s wealth.

  • We work with a variety of clients to help them achieve their unique ambitions.

  • Our world-class economists, strategists, and investment specialists share their timely ideas and perspectives.

  • We have worked with clients for more than 200 years to help them achieve their unique ambitions.

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Outsourced Chief Investment Office

Endowments & Foundations Services

 

Meeting the objectives of endowments and foundations requires unique portfolio construction considerations. We offer a full range of investment strategies across public and private markets, helping our clients to deliver a long-lasting philanthropic impact—and to do so for many generations to come.

Flexible, customized strategy designed for your mission

We construct fully diversified portfolios with ongoing dynamic management based on our view of complex, ever-changing market conditions and your specific needs.

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

Our investment team is experienced in all aspects of portfolio construction and management relevant to the needs of endowments and foundations.

Evan Grace

Managing Director, Head of the Endowments & Foundations Chief Investment Office

Mary He

Head of Equity Strategy

Stephanie Ruffie

Head of Portfolio Construction & Risk

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

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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.

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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 (for J.P. Morgan regional affiliates and other important information) and the relevant deposit protection schemes.

 

DEPOSIT PROTECTION SCHEME 存款保障計劃 JPMorgan Chase Bank, N.A.是存款保障計劃的成員。本銀行接受的合資格存款受存保計劃保障，最高保障額為每名存款人HK$500,000。 JPMorgan Chase Bank N.A. is a member of the Deposit Protection Scheme. Eligible deposits taken by this Bank are protected by the Scheme up to a limit of HK$500,000 per depositor.
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.