Investing

We realize that each client has unique needs. That's why we offer a variety of solutions, from a traditional brokerage relationship to a comprehensive wealth management approach. Your Investment Professional will assess your needs to tailor our platform and products to help you achieve your goals.

World-Class Research

We employ the deep research capabilities of J.P. Morgan Asset Management and J.P. Morgan Investment Bank to provide a global outlook on individual companies, currencies, countries, interest rates and other macroeconomic factors. Our Investment Professionals use the investment insights of J.P. Morgan's highly respected research franchise when constructing portfolios and making investment recommendations for their clients.

Comprehensive Approach

We offer a comprehensive approach to managing wealth for clients who are seeking more than a brokerage relationship. We will work with you to understand what you'd like to achieve, which will allow us to determine a combination of products and services to help you reach your goals.

Portfolio Construction and Asset Allocation

Achieving the right balance between risk and return is the key to creating a successful investment strategy. We can provide a disciplined asset allocation process designed to construct a broadly diversified—yet highly efficient—portfolio that seeks to maximize annual returns while striving to minimize volatility.

Broad Array of Investment Products

J.P. Morgan's robust product platform allows clients to take advantage of opportunities in today's increasingly global market, which includes complex financial instruments. In addition to traditional equities and fixed income products, we offer structured products, foreign currency exchange, and an industry-leading alternative investments platform for qualified investors that includes hedge funds and private equity.

Professionally Managed Portfolios

J.P. Morgan Securities provides clients with access to the world's leading investment managers. We conduct a rigorous due diligence process for all of the managers and funds offered in our programs, which include managers from J.P. Morgan Asset Management as well as what we believe to be best-in-class external investment managers. Our clients can choose to allocate assets among these investment managers using a variety of consulting programs that include exchange-traded funds, mutual funds, separate accounts, and a unified managed account.

In addition, some of our Investment Professionals actively manage portfolios, providing the opportunity for them to leverage J.P. Morgan's world-class research capabilities and apply their own investment strategy. Clients can either chose to be involved in the day-to-day trading decisions or allow their Investment Professional to oversee those decisions on their behalf.