Our Endowments and Foundations Group works closely with you to understand your needs. We then customize a portfolio to help meet your objectives, and can act as your full-service, outsourced chief investment office (OCIO). Beyond investments, we advise on governance, operational efficiency and other best practices. By taking advantage of our team's knowledge and experience, you’re free to focus on what matters most—the good work of your organization.
Our team has the flexibility, resources and perspective to amplify your impact. We act as an extension of your organization, helping to solve for your financial and investment needs.
The keys to a well-managed investment portfolio are time, knowledge and resources. But today’s board members face many competing demands on time, including setting strategic priorities, development and measuring impact. These important but time-consuming priorities may limit their ability to focus on investments. Take a moment to consider whether you have the bandwidth and resources to:
These are just a few of the complex tasks our Endowments and Foundations Group team can help with. Our investment specialists have wide and deep institutional experience, and we love what we do. We’re here to make your job easier. And to allow you to concentrate on running your organization.
Our Endowments and Foundations Group consists of 50 dedicated investment professionals across the globe and manages more than $28 billion in customized solutions on behalf of our clients.
We offer a full-service suite of services, including:
We provide these services to different types of organizations, such as:
Our clients have common goals, but each has unique needs, preferences and styles. Customization is key to making each client relationship successful.
As a committed partner, we are here to create a sound investment plan with your committee that will help your organization grow and flourish. We believe that ongoing communication is crucial to any relationship, and we will work with you to develop a plan of ongoing dialogue that suits your needs.
You will have access to The Philanthropy Centre at J.P. Morgan, a source of ideas and experience about board fiduciary responsibility, strategic planning, marshalling resources and broad governance matters.
There is no better way to learn, innovate and inspire than by connecting with passionate people who share your values. Our insights from working with other not-for-profit clients as well as our connectivity to the industry’s thought leaders and networks offer ongoing perspective to your organization. Keeping your team informed on these ever evolving trends and strategies should help you make decisions on your path to achieving impact.
Learn more about becoming a J.P. Morgan Private Bank client.
Please tell us about yourself, and our team will contact you.
INVESTMENT PRODUCTS ARE: • NOT FDIC INSURED • 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.