Outsourced Chief Investment Office (OCIO) for Families

Whether your family is seeking better risk management, additional fiduciary oversight or faster implementation of an investment plan, we are here to partner with your family or family office, to achieve your specific goals.

We offer powerful family office services shaped around your family's investment needs.

We can serve as your family’s full outsourced chief investment team.

Our consultative, customized and full service capabilities are provided to all our clients—whether we're serving as their dedicated CIO or as an extension of their in-house CIO team.

We can serve as an extension of your family’s investment team, partnering with your family office.

You may have an in-house team who manages some of your money, but we can help where they have gaps in expertise, making your team stronger and better tailored to your goals. 

Your commitment to making an impact drives innovation

We want to work with you to make a meaningful difference for the future—for your portfolio, your organization and, ultimately, your impact. Explore a few ways we can do this:

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

Our extensive family office services help seize opportunities, mitigate risks and maximize returns.

Do you need partnership beyond investing? With over two centuries of experience advising some of the world’s most successful individuals and families, we offer you powerful family office services shaped around you.

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

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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 key important J.P. Morgan Private Bank 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

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