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Jordan Mayer, CFP®, CIMA®, CPWA®
Clark Schubach
Adam Kietz
Amy Marie Bermudez
Alissa Dyan Cipriano
David Peter
Andrew Girard
Andreea Ochis

Maybach Partners

J.P. Morgan Securities
277 Park Avenue
New York, NY 10172
Phone: 212.272.2736
Fax: 917.937.5651
Email: maybach.partners@jpmorgan.com

 
Welcome

Maybach Partners is dedicated to the stewardship of significant wealth and financial assets.

We serve diverse and sophisticated clients, ranging from high-net-worth individuals and their families to organizations such as publicly-traded companies, universities, and municipalities.

Our many years of addressing the complex needs of substantial wealth have positioned us to deliver a broad range of services, including investment advisory and traditional brokerage capabilities.

Introducing our suite of financial services
Individuals
Advisory Portfolio Management
Brokerage Services
Corporate Executive Services
Lending & Mortgages
Estate Planning and Wealth Management
Institutions
Investment Advisory
Brokerage Services
Cash Management
ERISA Capabilities
Collateralized Asset Lending

A Personalized and Disciplined Approach

  • We build tailored portfolios and deliver value-added services that seek to address specific needs
  • We offer both discretionary and non-discretionary portfolio management
  • We believe our team is differentiated by the level of attention and due diligence we provide to every detail
  • We provide access to the capital markets and broad resources of J.P. Morgan

Experience Matters

  • Highly knowledgeable team with a combined 150 years of experience
  • Our creative approach results in customized strategies for each client
  • We integrate our varied backgrounds to deliver multi-disciplined capabilities
  • We have built a strong infrastructure for client support
  • We work to help our clients access the J.P. Morgan Commercial Bank, Private bank, and Investment Bank in order to facilitate their needs

Our Mandate
As true stewards of our clients’ wealth, we are always mindful of the need to deliver an institutional quality of financial advice for clients that we serve.

Our Investment Philosophy

How Maybach Partners works with you:

  • We get to know you
  • We identify any gaps or weaknesses in your current plan
  • We develop a customized strategy to meet your personal goals
  • We align your objectives with an appropriately tailored investment portfolio
  • We provide exceptional services

Our principle rule of investing is to use common sense. Whether your portfolio is designed using individual investments or institutional money managers, Maybach Partners' stringent due diligence process aims to capitalize on upside participation while limiting downside risk. We do this through proper asset allocation, diversification and by focusing on prudent investments. Our conservative bias is borne from the belief that client's hard earned capital should be protected.

Our Team
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.

Learn more about our firm and investment professionals through FINRA BrokerCheck.

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 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 be 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.

“J.P. Morgan Securities” is a brand name for a wealth management business conducted by JPMorgan Chase & Co. and certain subsidiaries. J.P. Morgan Securities offers investment products, services, Clearing and Custody through J.P. Morgan Securities LLC, a member of FINRA and SIPC. Bank products and services are offered by JPMorgan Chase Bank, N.A. and its bank affiliates.

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

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