Investment Management Services

Investment Management Services
Effective October 1, 2023, First Republic Investment Management Inc. (FRIM) is now J.P. Morgan Private Wealth Advisors LLC (JPMPWA). The service referenced on this site as offered by FRIM are now offered by JPMPWA.
  • Balanced Portfolio Management

    We offer a clear solution, with critical evaluation from experienced investment professionals who will set you on a path toward meeting your individual wealth management goals.

  • Fixed Income Management

    With fixed income management from J.P. Morgan Private Wealth Advisors LLC, you get an objective, accessible financial partner who can help you make the decisions that are in your best interest.

  • Full Service Brokerage

    J.P. Morgan Private Wealth Advisors LLC can work with you to put together a customized plan with options designed to meet your investment needs.

Insights & Education

Additional Services

  • Endowment Management

    Our Endowment Committee has 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.

  • Financial Planning

    We can conduct a personal financial review to help you evaluate and determine how much you will need to save to achieve your goals.

  • Foreign Exchange

    The experienced team helps clients navigate currency markets and designs strategies to manage exchange rate risk, offering complete foreign exchange capabilities as well as customized solutions tailored to meet your specific objectives.

  • Institutional Wealth Management and Consulting Services

    For clients offering corporate 401(k) and other participant-directed retirement plans, we offer customized consulting including investment policy guidance, investment management, performance reporting, investment committee guidance and employee education.


  • 401k Plan Management

    Our 401(k) plan management for businesses is a customizable, cost-effective option to manage the retirement needs of your employees.

  • Active Asset Allocation

    An active asset allocation strategy allows for adjustment in your portfolio based on current conditions, helping to lessen your exposure to market declines and better protect your capital.

  • Alternative Investments

    Alternative investments provide added diversification to your portfolio of traditional investments.

  • Sustainable and Responsible Investing

    What matters to you, matters to us. We can help you design a portfolio to align your investments with your values.

  • Tax Sensitivity

    Tax-sensitive management of portfolios includes tax reviews for capital gain/loss optimization, detailed capital gain/loss reporting, tax-deferred or taxable account investment placement, and withdrawal optimization.