The BLR Group at J.P. Morgan Securities
J.P. Morgan Securities
1 North Brentwood Blvd., Suite 900
The cornerstone of our wealth management practice is a commitment to integrity, quality, and exceptional service in line with our clients’ financial goals. We strive to meet and exceed the expectations of our clients regardless of the current investment environment.
Particularly in today's investment climate, we understand the importance for an investment advisor to be able to manage both sides of the balance sheet. Therefore we have two areas of focus:
Discretionary Investment Strategies
We specialize in the execution of tactical investment strategies while focusing on pro-active risk mitigation. We continually look for investments that we feel will provide better risk-adjusted returns, whether those investments are in equities, fixed income instruments, or commodity related interests. Our method of selection is a fundamentally-driven, bottom-up approach confirmed by technical analysis. We believe that variable market exposure utilizing risk management can have demonstratively greater impact on a portfolio’s performance than diversifying by asset class using external managers. We seek to to provide long term growth in an effort to avoid significant downturns such as those observed by the broad markets during periods of volatility.
Customized Lending Solutions
With access to JPMorgan Chase Bank, we are able to offer competitive financing solutions including but not limited to the following:
Residential Mortgages (primary and vacation homes)
Home Equity Loans and Lines of Credit
Residential Construction Loans
Secured Lines of Credit
Revolving and Term Facilities
Tailored Credit Solutions
Interest Rate Hedging
Letters of Credit
Team Member Information
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.