The OS Group

J.P. Morgan Securities
560 Mission Street, Suite 2400
San Francisco, CA 94105
Phone(s): (415) 772-3123, (800) 688-2327
Fax: (415) 249-8474
Email: greg.onken@jpmorgan.com

Mission Statement

"Strategy must have continuity. It must not be constantly reinvented."

The O/S Group primarily assists affluent families and investment entities in the management of their financial assets. Our group leverages the capabilities of J.P. Morgan Securities, combining financial engineering and asset management strategies to provide our clients with solutions that are uniquely tailored to meet their needs. We believe that each client is unique and, therefore, each financial blueprint must be uniquely crafted.

What We Do Differently

Sometimes it seems everything in our culture is mass produced - even financial plans and investment policy statements. We believe that each client is unique and, therefore, each financial blueprint must be uniquely crafted. The O/S Group is committed to developing fully customized solutions that are both flexible and creative. However, while no two client situations are identical, our experience gives us the benefit of having encountered analogous circumstances time and again.

We firmly believe that the key to investment success is the consistent and disciplined implementation of a strategy tested over many market cycles. We believe that understanding the past performance of a variety of investment strategies is vital to making informed investment decisions. Any strategy can work for a few quarters — or even a few years — no matter how unusual the methods.

Therefore, our goal is to identify reliable base rates that accurately reflect returns on the capital markets. To uncover the risk/return and the real/nominal relationships in the data, we incorporate historical asset class returns. A reliable base rate provides crucial planning information and helps form realistic expectations about a strategy's anticipated performance - and the confidence to stick with it over the long-term.

Important disclosure: The O/S Group, a group within J.P. Morgan Securities, provides clients with investment advisory and brokerage services. In providing such services, members of the O/S group act as investment advisory and registered representatives of J.P. Morgan Securities, under its registrations as an investment adviser and broker dealer with the Securities and Exchange Commission. 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, accounting, and legal or tax advice. You should consult your tax or legal advisor regarding such matters.

Services
  • Asset allocation
  • Risk management
  • Diversification planning
  • Tax-advantaged strategies
  • Estate Planning
  • Equity investment management
  • Fixed Income investment management
 
  • Private equity investments
  • Hedge fund investments
  • Restricted securities and option strategies
  • Hedging and monetization strategies
  • Charitable giving approaches
  • Cash management
Biographies
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.

Investment products: Not FDIC insured · No bank guarantee · May lose value
 
 

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