The Solursh Pollock Group
Solursh Pollock Group at J.P. Morgan Securities
J.P. Morgan Securities
2029 Century Park East, Floor 37
Los Angeles, CA, 90067
At the Solursh Pollock Group we focus on providing tailored wealth management services and portfolio management to high net worth individuals, corporate executives, entertainment professionals, retirees, small business owners, foundations and endowments. We work closely with each client to assess their individual needs, time horizon and risk tolerance, among other factors, in developing a customized investment solution. This personalized approach to investing is the foundation of our teams approach to meeting the needs of each client.
Through our years of experience we have learned the importance of a consistent application of an investment discipline. Many investors make the mistake of chasing returns. Others become increasingly aggressive after periods of high returns, and then panic after absorbing the losses of a market decline. Good investors minimize these mistakes by sticking to a well-defined discipline. Our models are based on decisions arising from a disciplined investment process. We believe that success requires a strategy based on analysis, not the swings in market psychology, and that you stick with it consistently.
As Portfolio Managers in the Portfolio Manager (PM) Program, with over 20 years of experience in financial services, our priority is the preservation and enhancement of wealth by constructing portfolios based on a carefully defined investment discipline that incorporates a tactical asset allocation within a client’s risk parameters.
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.
This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC ("JPMS"). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.