The Alison Group
J.P. Morgan Securities
3424 Peachtree Road, NE
Atlanta, GA 30326
Toll free: (800) 444-2327
Fax: (404) 842-4523
The Alison Group provides investment advice for high net worth individuals, foundations and retirement funds.
Our experience has taught us, that while we don’t have the ability to control or change the direction of the market, we do have the ability to nimbly react to these changes and adjust strategies and allocations as most appropriate to help our clients stay on target with their financial goals and objectives. And that is precisely what guides our investment process.
The Alison Group consists of Tom W. Alison, Managing Director, Brett T. Alison, Vice President and R. Amy Patterson, Client Service Associate. Our team provides investment advice for high net worth individuals, endowments, foundations and retirement funds.
We have designed our investment practice at J.P. Morgan Securities to introduce you to a disciplined process of investing. The concepts are neither new, nor complicated. Instead, we believe in combining simple, time-honored fundamental investment principles with a disciplined management process. This creates accountability to our clients in four ways:
- A written Investment Strategy Proposal, which clearly states the client's objectives and goals, an asset allocation proposal and implementation options.
- A Quarterly Review, where your investments and money managers' net performance is compared to a variety of appropriate benchmarks and your investment objectives and risk tolerance are reassessed.
- A wide variety of research sources and industry-leading performance analytics software that strives to measure a selected manager's skill in stock selection, sector weightings and buy-sell discipline. We can also provide additional comparative evaluations of your selected money managers at your request.
- The individual attention that you deserve. We limit the number of clients we serve so that we can provide them with the personalized service they expect. We believe that it is the best way to do business.
About J.P. Morgan Securities
J.P. Morgan Securities leverages one of the most comprehensive product platforms in the industry, as well as the financial strength of JPMorgan Chase & Co., one of the world’s oldest, largest and best known financial institutions. Our Investment Professionals offer clients a broad suite of transactional, wealth management and investment advisory services. They provide highly personalized service and access to world-class products and services offered through the global financial resources of J.P. Morgan.
The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. (“JPMS”), member FINRA, NYSE and SIPC. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.