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

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

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Investment Approach

Outsourced Chief Investment Office

J.P. Morgan’s team delivers customized multi-asset investment strategies for Family Offices, Endowments, Foundations, and Multigenerational Families. Acting as an extension of your organization, our team offers flexible engagement—serving as a dedicated Outsourced Chief Investment Officer (OCIO) or as a strategic partner to in-house investment teams.

We provide objective advice, design bespoke portfolios, and offer tailored mandates to meet your unique goals, risk profiles, and liquidity needs. Our comprehensive support helps clients navigate complex investment decisions, optimize asset allocation, manage risk, and select leading investment managers to achieve long-term success in a dynamic investment landscape.

Contact your J.P. Morgan Team

We deliver personalized strategies and professional guidance to help you achieve your long-term goals.

Consultative

We offer objective advice on long-term investment policy, best practices for your investment policy statement, asset allocation and risk metrics, plus deep market insights like J.P. Morgan Asset Management’s Long-Term Capital Market Assumptions.

Customized

We tailor multi-asset and single-sleeve mandates to your investment objectives, manage around existing concentrations, customize to your preferences, and help align your portfolio with your values or mission.

Full Service

You benefit from a dedicated Chief Investment Officer (CIO) and operations team, proprietary research with peer benchmarking, custom performance and risk reporting, and access to family office, philanthropy, and wealth advisory resources.

What sets us apart*

80% of family offices use external advisors to support investment activities
80%

56% of U.S. family offices report the principal makes the investment decisions
56%

46% of endowments have outsourced portfolio management
46%
  • Source: Institutional Investment Solutions as of March 2026.

Experience holistic guidance and insightful thought leadership

With decades of experience in long-term investing and institutional investment management, we offer valuable insights on investment strategy, governance and philanthropy for you to leverage.

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We partner with you on your financial and investment needs.

Endowments and Foundations

Entities established to support the overall missions and financial health of nonprofit organizations.

Large Families

Families who function like institutions or are managed by a family office.

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 institutional investment solutions for you on demand.

Chris Fletcher

Global Head of J.P. Morgan Institutional Investment Solutions

Wayne Bowers

Head of Institutional Investment Solutions Asia

Edward Novis

Head of Institutional Investment Solutions, EMEA

Monica Fuentes

Executive Director, Portfolio Manager, Institutional Investment Solutions

Varcity Kariuki, CFA ®

Managing Director, U.S. Head of Outsourced Chief Investment Office

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Outsourced Chief Investment Office FAQs

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

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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 Private Bank regional affiliates and other important information 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.

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