Investment consulting

You manage some aspects of investing in-house, but there are others that you might prefer to outsource. You can turn to JPMorgan, one of the world's leading investment management firms, for the precise level of support you seek. At every stage of the investment process — from strategy formulation to implementation to execution — we have invested in the intellectual capabilities to meet your complex needs.

An investment program centered on you
Our aim is to consistently generate returns that outpace their benchmarks. In the first phase of our process, we strive to learn about your family in depth - your financial situation, your long-term and short-term objectives, your time horizon and appetite for risk.

Enhanced asset allocation
Decisions about strategic asset allocation will have a major impact on your long-term investment results. While most firms base asset allocation decisions purely on a backward look at asset class performance, we take the additional step of incorporating a forward-looking view of market returns, risks and correlations. We also look beyond the traditional asset classes - stocks, bonds and cash - to incorporate alternative, absolute-return-based investments. To capture short-term opportunities or limit risks, we may also recommend tactical adjustments in your asset allocation.

Rigorous portfolio construction
Believing that manager selection can add appreciably to returns, JPMorgan pays close attention to the portfolio construction process. Using proprietary analytic tools, we select the blend of compatible managers that best matches your family's needs and risk tolerance.

A philosophy of guided choice
Unlike firms that are fund supermarkets, we take responsibility for identifying a targeted number of investment solutions. Some come from within our family of managers and others from external firms. Whichever the case, we are uncompromising in our due diligence.

Sophisticated risk management
Risk management is a vital component of our investment process. We manage risk by monitoring the complexities and risks of multi-class and multi-vehicle portfolios, synthesizing tactical views with investment policy to make or recommend re-balancing decisions, ensuring adherence to investment guidelines and reviewing performance relative to expectations.

Contact a JPMorgan Advisor to learn more about JPMorgan's investment consulting services. Alternatively, you may contact any JPMorgan office.