With the growing complexity of the global markets, more endowments, foundations and families are partnering with trusted resources like J.P. Morgan to help pursue their objectives. Gaining access to a team with experience and sophisticated tools allows you to focus on the things that matter most.
For generations, J.P. Morgan has helped some of the world’s most successful families and nonprofit organizations preserve and grow their assets. Either as your dedicated investment team, or as an extension of your internal investment resources, we partner with you on on all your financial and investment needs.
As your OCIO, we will provide consultative and customized advice with your specific goals and mission in mind. By gaining a deep understanding of your needs, we can also deliver the resources to help address your operational and administrative challenges.
Our dedicated and seasoned professionals have the flexibility, experience and perspective to deliver for you on demand. But you don’t give up control. You choose the level of support you need—from a customized approach to full service.
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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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 key important J.P. Morgan Private Bank information in conjunction with these pages.
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.
