Wealth PartnersThe Minchello Group
The Minchello Group offers advisory services to help address the sophisticated financial requirements of our successful client base—private equity and venture capital firms, general partners and C-suite executives, entrepreneurs, high- and ultra-high-net-worth individuals and their families.
Drawing on a strong institutional background, we deliver strategic guidance (investment strategies) for a multitude of trading situations that range from the liquidation of large positions to diversifying into alternative investments, municipal bonds and corporate fixed income. Regardless of your financial intention, we provide seasoned support to help generate long-term and sustainable results. Our goal is to build customized portfolios that are tailored to your specific investment objectives.
As a natural extension of our work with institutional clients, we present holistic wealth management and specialized services for a full array of personalized objectives. By working closely with you on asset allocation strategies that help balance risk exposure, we create tailored portfolios that are complementary and uncorrelated to concentrated equity positions.
Our team serves as a conduit to the products and services that are available through the world-class resources of J.P. Morgan Wealth Management. This high-touch and holistic asset management approach helps ensure that every element of your financial life is considered:
- Pre- and Post-Liquidity Planning
- Diversification of Concentrated Positions
- Concentrated Stock and Options Management
- Hedging and Monetization Strategies
- Institutional-Caliber Investment Guidance
- Financial Planning
- Integrated Asset Management
- Portfolio Development
- Tax Efficiency
- Trust and Estate Services
- Wealth Transfer and Philanthropy
- Education Funding
- Retirement Planning
- Cash Flow Management
- Banking, Lending, Mortgages and Credit
- Lifestyle Goals
James and Robert Minchello lead our highly capable team, and attentive assistance is provided by a host of other talented and skilled members. Together, we embrace the old-world values of quality, integrity and excellence. The Minchello Group is proud to deliver award-winning support, and we invite you to explore a relationship with our team.
Our team serves the needs of C-suite executives, business owners and high-net-worth families who have worked hard to acquire significant wealth and are looking for ways in which to make these assets work for them. Our approach considers the totality of each client's financial picture. We bring a robust background in institutional investment management to address a broad range of personal requirements—tailored portfolios, generational wealth transfer ideas, private banking services—and help secure a legacy for future generation
A focus on wealth management
We start with the thoughtful organization and careful consideration of trust, estate and other components that comprise your financial life. On the investment side, we aim to work within each client's parameters and requirements to create uncorrelated returns that generate risk-adjusted alpha. Through these powerful and synergistic approaches, we help empower you financially so you can concentrate on what you do best.
Support for liquidity of large positions
As a core competency, we have deep capabilities to help diversify away from concentrated positions—whether you seek to systematically sell stock in the open market or exit existing investments. We find that experience matters to clients who seek corporate service support, and our knowledge of regulatory issues, restrictions and administrative requirements enables our team to provide an educated perspective and appropriate direction to navigate these complex scenarios.
For those clients facing IPOs and other one-time liquidity events, often the biggest area of concern is the tax consequences of financial decisions. By participating in pre- and post-transaction wealth planning, we help evaluate timing and impacts to minimize tax implications. Our team truly understands the life-changing effects of these transactions, and we work seamlessly alongside your CPAs, attorneys, business managers and other outside advisors to help ensure that all critical factors are carefully studied.
Value-added alternative investment opportunities
We offer a large suite of targeted alternative investment strategies that seek attractive, risk-adjusted returns. Our institutional background affords a level of exposure to private equity ideas not readily available to high-net-worth clients and their advisors. This differentiation enables us to deliver a more sophisticated experience than you may have previously encountered.
Active portfolio management
As members of J.P. Morgan's Securities' prestigious Portfolio Manager Program, we stand among a select group of advisors who manage discretionary client portfolios, and are subject to regular quantitative and qualitative reviews. Our team runs several strategies (portfolios), including one that comprises 100% equities representing the best ideas of the firm. Another contains varying categories of ETFs, including funds that target the energy, bio-tech, healthcare and real estate industries. We also have strong proficiencies to offer separately managed accounts, fixed income vehicles, mutual funds and brokerage services.
A personalized experience
The Minchello Group was founded over 25 years ago and has grown to a seven-person team. We are proud to present award-winning advisory support at the highest level of customer service. Our commitment to our clients extends far beyond wealth management—every member of our team is united in conveying a level of comfort and confidence to stay the course.
Backed by J.P. Morgan, an industry leader
By tapping the extensive resources of J.P. Morgan, we open up more of the firm's opportunities for you, providing direct access to a broad suite of lending, mortgage, cash management and credit services that enable us to address the entirety of your advisory needs. And as a client of the firm, you will benefit from the fiscal strength and stability of our fortress balance sheet to help safeguard your assets in all economic conditions.