Managed portfolio strategies

When you’re looking for experienced professionals to invest on your behalf, you have a lot of choices. At J.P. Morgan, we understand that no two investors are alike. Our client-first philosophy starts with a dialogue focused clearly on your objectives and the best way to meet them. The result is a broad array of managed strategies to help you meet your goals—according to your preferences. We think this sets us apart. If you do too, we’d like to get started.

Investment management strategies aligned with your goals

J.P. Morgan Private Bank considers your short-, medium- and long-term financial objectives to develop an investment management plan that’s tailored for you. Using a holistic, goals-based approach, our investment management specialists aim to deliver targeted advice and thoughtful solutions.

Starting with your goals, we help you construct a managed investment account using strategies that work with your time horizon and tolerance for risk. All across traditional asset classes, and including hedge funds, private equity, alternative investments and real estate. 

Types of managed investment strategies

  • Comprehensive core
    Our core managed strategies are designed to be the diversified investments that make up your long-term investment plan. Fine-tuned to your goals, our team combines strategic asset allocation and timely tactical opportunities across the active and passive investment universe to design a portfolio that’s right for you. 
  • Thematic and Targeted
    It’s about uncovering great stories. Our thematic managed strategies use a top-down view of markets and the economy. Instead of evaluating sectors and individual securities, we hone in on achieving specific outcomes.
  • Institutional Portfolio Solutions
    We’ll work with you to understand your organization’s needs, leaving you free to focus on what matters most: your mission. We can advise you according to your level of comfort, or you can rely on us to serve as your customized, full-service chief investment office.

What sets us apart? Our research and institutional investment capabilities are the foundation of our fiduciary responsibilities and how we manage money. We then tailor them to meet the needs of each client.

  • Thematic investing strategies

    Using our top-down view of the global economy and markets, our portfolio managers scan the world’s markets for the broad themes and stories that drive the outcomes our clients are looking for.

  • Outsourced Chief Investment Office

    Well-managed investments are crucial to your ability to make an impact. As a leading outsourced chief investment officer (OCIO), we can handle your organization‘s complex investing challenges, freeing you to focus on your mission.

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

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Important Information

Some of the products and/or services mentioned may not be available in all jurisdictions. • Note: These are ONLY supplementary information and MUST be read together with the fund factsheets, prospectus and/or other relevant offering materials. The funds described herein are not available to the general public and may only be promoted in Hong Kong to Professional Investors and in Singapore to Accredited Investors. • Real estate, hedge funds, and other private investments may not be suitable for all individual investors, may present significant risks, and may be sold or redeemed at more or less than the original amount invested. Private investments are offered only by offering memoranda, which more fully describe the possible risks. There are no assurances that the stated investment objectives of any investment product will be met. Hedge funds (or funds of hedge funds): often engage in leveraging and other speculative investment practices that may increase the risk of investment loss; can be highly illiquid; are not required to provide periodic pricing or valuation information to investors; may involve complex tax structures and delays in distributing important tax information; are not subject to the same regulatory requirements as mutual funds; and often charge high fees. Further, any number of conflicts of interest may exist in the context of the management and/or operation of any hedge fund. 

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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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