The J.P. Morgan Global Multi-Asset Tactical Models bring together the integration of J.P. Morgan’s multi-asset and diversified factor ETF capabilities with GeoWealth’s cutting-edge wealth management technology. With just one investment, your clients receive a broadly diversified portfolio — without the demands of allocating and managing assets yourself.
J.P. Morgan offers five risk-based models — from conservative to aggressive — each holding a diversified mix of asset classes, available through GeoWealth. The Models aim to provide compelling risk-adjusted returns over a full market cycle. Key elements of our process include developing a well-diversified strategic asset allocation, tactically allocating across asset classes where we see opportunities, and primarily allocating to and the selection of ETFs managed by J.P. Morgan.