William R. Coke

"With over 30 years of experience in the industry, I focus on delivering comprehensive, tailored investment plans designed to meet my clients’ goals."
About 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

Markets

Quick shot: President Biden bows out of the election – now what?

July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now
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Three big surprises that could drive markets in the second half

July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
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What’s driving the rotation into small-cap stocks?

July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
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