Our Pittsburgh Team Prioritizes You.
What really makes the JPMorgan Private Bank stand out
is the culture and the people.
I joined JPMorgan Private Bank 22 years ago
because I had a real passion for investments
and I wanted to work with people,
and this job gave me the opportunity to do both.
I truly believe this is the greatest platform for clients.
There's no higher level.
We get an opportunity to work with the most
exceptional clients in the world.
And our core responsibility is to serve
the client and their family to the best of our ability
and, as a result, the spotlight is clearly on them.
Being a client at the JPMorgan Private Bank,
it gives you access to the greatest global resources
available, to the world's most sophisticated families,
as well as access to a team that's primarily
an advocate for you and your family and future generations.
In most cases, our clients are multi-generational
relationships and they're looking
for a permanent home for their family's wealth,
and they want to know that they're
going to have a high level of quality within their team,
as well as a high level of stability the institution
itself over an extended period of time.
And at the end of the day, my clients
feel like they're getting access to the entire organization
with one phone call.
Text, Investment and insurance products are: not F D I C 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. Please read important information at the end. Traffic goes over a bridge that spans a river by a cityscape of skyscrapers. Text, Local Look - Pittsburgh.
Geoff Walsh, Market Team Lead. J.P. Morgan Private Bank, Pittsburgh.
Four colleagues engage in dialogue around a conference table in a downtown skyscraper.
Logo, J.P. Morgan Private Bank.
Text, Key Risks. This material is for informational purposes only, and may inform you of certain products and services offered by private banking businesses, part of JPMorgan Chase & Co. ("JPM"). Products and services described, as well as associated fees, charges, and interest rates, are subject to change in accordance with the applicable account agreements and may differ among geographic locations. Not all products and services are offered at all locations. If you are a person with a disability and need additional support accessing this material, please contact your J.P. Morgan team or email us at accessibility dot support @jpmorgan dot com for assistance. Please read all important information.
General Risks & Considerations. Any views, strategies or products discussed in this material may not be appropriate for all individuals and are subject to risks. Investors may get back less than they invested, and past performance is not a reliable indicator of future results. Asset allocation/diversification does not guarantee a profit or protect against loss. Nothing in this material should be relied upon in isolation for the purpose of making an investment decision. You are urged to consider carefully whether the services, products, asset classes (e.g., equities, fixed income, alternative investments, commodities, etc.) or strategies discussed are suitable to your needs. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision. For this and more complete information, including discussion of your goals/situation, contact. your J.P. Morgan team.
Non-Reliance. Certain information contained in this material is believed to be reliable; however, JPM does not represent or warrant its accuracy, reliability, or completeness, or accept any liability for any loss or damage (whether direct or indirect) arising out of the use of all or any part of this material. No representation or warranty should be made with regard to any computations, graphs, tables, diagrams, or commentary in this material, which are provided for illustration slash reference purposes only. The views, opinions, estimates, and strategies expressed in this material constitute our judgment based on current market conditions and are subject to change without notice. JPM assumes no duty to update any information in this material in the event that such information changes. Views, opinions, estimates, and strategies expressed herein may differ from those expressed by other areas of JPM, views expressed for other purposes or in other contexts, and this material should not be regarded as a research report. Any projected results and risks are based solely on hypothetical examples cited, and actual results and risks will vary depending on specific circumstances. Forward-looking statements should not be considered as guarantees or predictions of future events.
Nothing in this document shall be construed as giving rise to any duty of care owed to, or advisory relationship with, you or any third party. Nothing in this document shall be regarded as an offer, solicitation, recommendation, or advice (whether financial, accounting, legal, tax, or other) given by J.P. Morgan and/or its officers or employees, irrespective of whether or not such communication was given at your request. J.P. Morgan and its affiliates and employees do not provide tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any financial transactions.
Your Investments and Potential Conflicts of Interest. Conflicts of interest will arise whenever JPMorgan Chase Bank, N.A., or any of its affiliates (together, "J.P. Morgan") have an actual or perceived economic or other incentive in its management of our clients' portfolios to act in a way that benefits J.P. Morgan. Conflicts will result, for example (to the extent the following activities are permitted in your account): (1) when J.P. Morgan invests in an investment product, such as a mutual fund, structured product, separately managed account, or hedge fund issued or managed by JPMorgan Chase Bank, N.A., or an affiliate, such as J.P. Morgan Investment Management Inc.; (2) when a J.P. Morgan entity obtains services, including trade execution and trade clearing, from an affiliate; (3) when J.P. Morgan receives payment as a result of purchasing an investment product for a client's account; or (4) when J.P. Morgan receives payment for providing services (including shareholder servicing, record keeping, or custody) with respect to investment products purchased for a client's portfolio. Other conflicts will result because of relationships that J.P. Morgan has with other clients or when J.P. Morgan acts for its own account.
Investment strategies are selected from both J.P. Morgan and third-party asset managers, and are subject to a review process by our manager research teams. From this pool of strategies, our portfolio construction teams select those strategies we believe fit our asset allocation goals and forward-looking views in order to meet the portfolio's investment objective. As a general matter, we prefer J.P. Morgan managed strategies. We expect the proportion of J.P. Morgan managed strategies will be high (in fact, up to 100 percent) in strategies such as, for example, cash and high-quality fixed income, subject to applicable law and any account-specific considerations. While our internally managed strategies generally align well with our forward-looking views, and we are familiar with the investment processes as well as the risk and compliance philosophy of the firm, it is important to note that J.P. Morgan receives more overall fees when internally managed strategies are included. We offer the option of choosing to exclude J.P. Morgan managed strategies (other than cash and liquidity products) in certain portfolios.
Legal Entity, Brand, & Regulatory Information. In the United States, bank deposit accounts and related services, such as checking, savings, and bank lending, are offered by JPMorgan Chase Bank, N.A., Member F D I C. -- JPMorgan Chase Bank, N.A., and its affiliates (collectively, "JPMCB") offer investment products, which may include bank-managed investment 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 S I P C. 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 JPM. Products not available in all states.
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We bring you a team of specialists in Pittsburgh carefully curated to match your goals.
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