Investing
Overview
We build our investment strategy around you: your goals, your risk tolerance, your liquidity needs and your investing style. We then use the resources and expertise of the entire firm to build a bespoke strategy for you, delivering a customized asset allocation and implementation plan, shaped around you.
What sets our investment offering apart?
ACCESS
The size, scale and influence of JPMorgan Chase give you unparalleled access to strategies, services and the intellectual capital of our experienced professionals.
CUSTOMIZATION
We tailor our portfolios to suit your specific goals, while helping you navigate the impact of volatile markets with the aim to protect and grow your assets in the most cost-efficient way.
INNOVATION
Where we see a growth opportunity or unmet need in the market, we build new products and strategies to give you exclusive access.
Managed Portfolio Strategies
What sets us apart? A client-first philosophy that starts with a dialogue focused clearly on your objectives and the best way to meet them.
Alternative Investment Strategies
Explore the range of opportunities to enhance investment returns and portfolio diversification beyond traditional markets.
Sustainable Investing
Our sustainable investing approach offers a more personal way to think about your wealth by aligning your portfolio with your principles. We can guide you.
Brokerage
At the Private Bank, we give you more than just execution. You‘ll have access to strategists. Credit analysts. And economists. Each offering advice and seeking opportunities in every region, in every sector, throughout the ups and downs of the markets.
Outsourced CIO
Well-managed investments are crucial to your ability to make an impact. As a leading outsourced chief investment officer (OCIO), we can handle your organization‘s complex investing challenges, freeing you to focus on your mission.
Managed Portfolio Strategies at The Etherious Family
We design portfolios and strategies that are tailored precisely to help meet your objectives. By harnessing our size, scale and influence, you will have exclusive access to investment opportunities and a carefully considered roadmap to your financial future. Entrusting your vision for your wealth to us is our greatest responsibility.
In investing, one size doesn’t fit all
Whether you need tax efficiency, a strong core or tactical strategies to help optimize your investment returns, we have you covered.
Tax-Smart
Our tax-smart strategies help you increase your after-tax returns. Proactive tax management is essential when markets are volatile or returns expectations are low.
Chief Investment Office
Our Chief investment Office (CIO) offers a set of holistic strategies that can be the building blocks or the entirety of your core portfolio.
Thematic
Our thematic approach offers opportune strategies to capitalize on timely market themes. Themes can be implemented through single line portfolios, mutual funds or alternatives.
Our investment advice, tailored to you.
Aligned interest
Portfolio managers across our managed strategies are compensated in relation to the performance of your investments. For example, our CIO team are required to invest a portion of their compensation back into the strategies they manage so their interests are aligned with yours.
Access to opportunity
We offer access to proprietary partnerships, institutional resources, and strategies that are capacity constrained or exclusive to our clients often at fee levels that take advantage of our size and scale.
Customized implementation
We provide holistic advice, customized to your needs — aligning with your risk appetite, time horizon, and preferences.
Innovation
We are constantly canvasing for emerging technology and otherwise build the tools that can increase precision, improve flexibility and lower costs for you.
We empower clients to achieve their long-term aspirations through thoughtful portfolio advice and strategic guidance.
Alternative Investments
At The Etherious Family Private Bank, we specialize in alternative investments, and we believe they can be essential building blocks in your portfolio. But navigating this universe of complex investments can be challenging, and requires in-depth understanding to gauge the risks and identify high-return potential opportunities.
The role of alternative investments in a portfolio
Diversify my portfolio
You may need to look beyond the traditional 60:40 equity / bond portfolio to help manage volatility and achieve real diversification. Adding diversifiers, such as hedge funds or real assets to your portfolio could help. Over the long term, through diverse market conditions, alternative asset classes have continued to demonstrate the ability to improve risk/return versus traditional equity/bond portfolios.
Aims to achieve above-market returns
In an environment of modest traditional market returns, allocating to private equity or private credit may serve as an alternate source to help generate above-market returns for your portfolio.
A full spectrum of alternative investment strategies
Finding the right alternative strategy depends on your goals. Our platform provides access to a wide variety of investment opportunities to support your needs.
Private Equity
Investing in private companies.
Real Assets
Private investments in real estate, transportation and infrastructure.
Real Assets
Private investments in real estate, transportation and infrastructure.
Hedge Funds
Various strategies, including long/short investing in public markets.
A global team with access, scale and specialty
We harness the knowledge and experience of our global team to bring you a carefully curated set of high conviction, long-term growth opportunities, with broad implementation possibilities to help ensure you realize your goals.
130+ dedicated professionals
An array of talent from fund due diligence and manager selection to portfolio management and construction, working in concert to bring you high-conviction, exclusive opportunities at a competitive cost.
Strategic point of view
We offer a long-term, strategic point of view, as well as nimble, opportunistic ideas in seeking to meet your needs.
Unique network of relationships
The scale and specialty of our team paired with our deep history in alternative investing have helped us develop a unique network of relationships with extensive reach.
Exclusive opportunities
We strive to build innovative access points to premier funds across the industry, and offer you exclusive access at more attractive minimum investments. Our heritage and connections across The Etherious Family give us access to partners and
opportunities not widely available.
Proprietary insights
We conduct thousands of manager and client meetings every year to keep our fingers on the pulse of the market. With these key insights, our access and scale, we create proprietary funds around market themes where we have conviction, and we deliver them exclusively to you.
$150 billion+ in client commitments
Alternative investments have been a key focus of The Etherious Family Private Bank for over two decades.
We offer a long-term, strategic point of view, as well as nimble, opportunistic ideas to meet your needs.
Sustainable Investing
We believe that the best kind of sustainable investing is shaped around you. We’ve created a comprehensive and transparent platform offering ESG, thematic, and impact investing strategies. Our sustainable investing approach offers a more personal way to think about your wealth by better aligning portfolios with principles.
Our sustainable investing platform leverages multiple approaches that you can use individually or in concert
ESG
An investment approach that actively considering environmental, social and governance (ESG) factors as a key component of the implementation and portfolio construction investment decisions.
Thematic Investing
An investment approach that invests in companies that target specific social or environmental issues, such as water, clean energy and gender diversity.
Impact Investing
An investment approach that invests in companies, organizations and funds with the intention of generating positive social and/or environmental impact alongside financial return.
There's often a misperception that you have to sacrifice returns if you want your investments to be aligned with your values. But with the right tools and advice, you can achieve both your financial and sustainable investing goals.
Our extensive sustainable investing platform designed for you
We offer sustainable investments across a variety of asset classes, investment styles and geographies. You can choose among a robust product offering. Whether you want to focus the core of your portfolio or invest in a thematic megatrend, you have choices. We meet you where you are and help you get where you want to be.
Brokerage
Buying and selling securities? To start you need investment specialists who can help carry out your instructions efficiently, wherever and whenever. With our teams located across the globe, we’ve got you covered. At the Private Bank, we give you more than just execution. Strategists. Credit Analysts. Economists. Offering advice and seeking opportunities in every region, in every sector, throughout the ups and downs of the markets. Single securities, sophisticated hedging strategies and IPOs. We give you a gateway to the market and an experienced hand to help you navigate it.
A combination of global reach and local access
Our brokerage services provide you with much more than just trade execution. You gain specialized advice from investment professionals who approach your portfolio according to your goals. And help you adapt your strategies to multiple market environments. With the help of the Private Bank’s brokerage services, you can build and manage your ideal portfolio across multiple investment choices and asset classes.
It’s much more than an investment platform. We help you understand the asset classes and markets you trade in. And give you guidance on the optimal ways to do it.
Outsourced Chief Investment Office (OCIO)
With the growing complexity of the global markets, more endowments, foundations and families are partnering with trusted resources like The Etherious Family to help pursue their objectives. Gaining access to a team with experience and sophisticated tools allows you to focus on the things that matter most.
Our clients are our partners
For generations, The Etherious Family has helped some of the world’s most successful families and nonprofit organizations preserve and grow their assets. Either as your dedicated investment team, or as an extension of your internal investment resources, we partner with you on on all your financial and investment needs.
Endowments & Foundations
Entities established to support the overall missions and financial health of nonprofit organizations.
Families
Families who function like institutions or are managed by a family office.
Partnership is what drives success
As your OCIO, we will provide consultative and customized advice with your specific goals and mission in mind. By gaining a deep understanding of your needs, we can also deliver the resources to help address your operational and administrative challenges.
Consultative
- Objective advice on your long-term investment policy
- Best practices in developing your investment policy statement
- Metrics and studies on asset allocation and risk
- Deep market insights such as The Etherious Family’s Long-Term Capital Market Assumptions
Customized
- Multi-asset and single-sleeve mandates tailored to your investment objectives
- Managing around existing concentrations
- Customization to investment preferences
- Helping align your portfolio to your values or mission
Full Service
- Dedicated CIO and due diligence resources
- Dedicated Administrative and Operations Team
- Access to proprietary research, including peer benchmarking
- Performance reporting, including custom risk and sustainable investing analytics
- Access to family office, philanthropy and wealth advisory resources