William R. Coke
Welcome
With over 30 years of experience in the industry, we focus on delivering comprehensive, tailored investment plans designed to meet our clients' goals. We deliver world-class research and trading, and support our individual clients by building diversified strategies using a range of asset classes.
We work with a wide range of clients, including individuals, family offices, middle-market institutions, pension plans, money managers, hedge funds, private equity firms and corporate executives. Our strategic long-term approach to investing leverages J.P. Morgan's award-winning research coverage and tactical portfolio analytics to help tailor the investment strategies for our clients.1 Navigating through today's dynamic markets, we identify opportunities where we can provide our clients with J.P. Morgan's proprietary investment products and capabilities. We offer a broad array of services that include:
- Advisory and Managed Accounts
- Asset Allocation
- Portfolio Analysis and Construction
- World-Class Investment Research¹
- Wealth PlanningRetirement
- Education (529 Plan)
- Wealth Transfer and Philanthropy
- Trust and Estate Guidance
- Corporate Services
- Restricted and Control Securities Transactions
- Rule 10b5-1 Plans
- Employee Stock Option Analysis
- Mortgages and Home Equity Lines of Credit
- Donor-Advised Fund for Charitable Giving
- Banking and Cash Management
- Cash Liquidity Analysis
Our clients have direct access to one of the world's most highly respected research franchises, and are able to consistently leverage our deep market insights and ideas in managing their investment portfolios. Our focus is to provide a comprehensive solution for our clients based on their specific time horizons and risk tolerance.
1Source: Institutional Investor, 2023
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Insights
Outlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read Now
We need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Your house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now
How did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read Now
What strategies could you use now for more charitable impact – and lower taxes?
November 14, 2024Combine tax-loss harvesting with charitable gifting of appreciated securities to enhance your giving and gain tax relief.Read Now
October 2024 CPI report: Inflation met expectations, supporting the Fed’s easing path
November 14, 2024The October 2024 CPI report met economists' expectations, supporting the Fed's easing path despite a slight year-over-year increase from 2.4% to 2.6%.Read Now
How to title your assets
November 14, 2024Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read Now
Should you take the plunge? Discover the benefits and trade-offs of phasing into markets
November 13, 2024Taking a gradual approach to adding long-term equity exposure – known as phasing in, or dollar-cost averaging – can help reduce overall portfolio volatility.Read Now
Losing a loved one: Tasks you may not want to delay
November 13, 2024During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowHow did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read NowWhat strategies could you use now for more charitable impact – and lower taxes?
November 14, 2024Combine tax-loss harvesting with charitable gifting of appreciated securities to enhance your giving and gain tax relief.Read NowOctober 2024 CPI report: Inflation met expectations, supporting the Fed’s easing path
November 14, 2024The October 2024 CPI report met economists' expectations, supporting the Fed's easing path despite a slight year-over-year increase from 2.4% to 2.6%.Read NowHow to title your assets
November 14, 2024Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read NowShould you take the plunge? Discover the benefits and trade-offs of phasing into markets
November 13, 2024Taking a gradual approach to adding long-term equity exposure – known as phasing in, or dollar-cost averaging – can help reduce overall portfolio volatility.Read NowLosing a loved one: Tasks you may not want to delay
November 13, 2024During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read Now