Philanthropy
Philanthropy
Our investment professionals have significant experience working with foundations, endowments, schools, museums and community service groups. We can work closely with your organization to help meet its unique investment goals. Further, we can work with your personal team of advisors to identify ways to help you create a philanthropic legacy to support the causes you most believe in, with a lasting impact for your lifetime and beyond.
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Endowment Management
Our investment professionals have significant experience working with nonprofit organizations. We work together with your team to meet the organization’s investment goals while navigating the regulatory environment unique to nonprofit organizations.
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Financial Planning
J.P. Morgan can conduct a personal financial review to help you evaluate and determine how much you will need to save to achieve your goals.
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Trust Administration
We take a hands-on, personalized approach to trust administration.
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Insights & Education
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Spectrum Newsletter Winter/Spring 2023
Read about opportunities to manage wealth through different means, while navigating turbulent markets with financial well-being as your compass.
Investments through J.P. Morgan Private Wealth Advisors LLC and J.P. Morgan Securities LLC:
ARE NOT FDIC INSURED │ARE NOT BANK GUARANTEED │ MAY LOSE VALUE
Special Notice to Non-U.S. Investors: Each of the investment products and services referred to on this website is intended to be made available to U.S. residents. This website shall not be considered a solicitation or offering for any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful.