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
Is the momentum trade over?
June 5, 2026With momentum dispersion at its widest since 1990, the summer calm could open the door for overlooked sectors. We examine where new leadership may emerge and what it may mean for positioning.Read Now
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2026As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
Business succession planning: Building an effective team
June 4, 2026The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
Where to invest cash to boost its yield
June 1, 2026Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
If the shock doesn’t stick: Mapping out de-escalation
May 29, 2026Markets remain priced for persistent risk, but if tensions with Iran ease, investors could rotate toward unloved and less-owned sectors and regions.Read Now
What is a living trust?
May 27, 2026You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
What motivates borrowers to leverage different lines of credit?
May 26, 2026Learn more about what influences borrowers to leverage different portfolio lines of credit, from seasonal themes to personal financial goals.Read Now
Helping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
The value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowIs the momentum trade over?
June 5, 2026With momentum dispersion at its widest since 1990, the summer calm could open the door for overlooked sectors. We examine where new leadership may emerge and what it may mean for positioning.Read NowJetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2026As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read NowBusiness succession planning: Building an effective team
June 4, 2026The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read NowWhere to invest cash to boost its yield
June 1, 2026Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read NowIf the shock doesn’t stick: Mapping out de-escalation
May 29, 2026Markets remain priced for persistent risk, but if tensions with Iran ease, investors could rotate toward unloved and less-owned sectors and regions.Read NowWhat is a living trust?
May 27, 2026You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read NowWhat motivates borrowers to leverage different lines of credit?
May 26, 2026Learn more about what influences borrowers to leverage different portfolio lines of credit, from seasonal themes to personal financial goals.Read NowHelping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read NowThe value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now