The Swift Group
Value Proposition
Our team has found that one of the most important factors in wealth and portfolio management is an intrinsic understanding of the global markets and a deep familiarity with our clients' goals, priorities and risk tolerance.
Serving Affluent Families and Financial Professionals
Many of our clients are among the most successful and sophisticated investors. They turn to our team for direction in establishing a holistic approach toward their personal wealth management goals. Our focus is trained on investment portfolios that will assist in getting them there.
An Institutional Approach to Personal Investments
We bring a combined five decades of investment leadership experience, which affords an information advantage not readily available to individual investors. Our deep institutional background enables us to provide a sophisticated yet straightforward advisory experience for the personal wealth management needs of ultra-high-net-worth individuals and their families.
Small by Design. Intimate in our Approach. Focused on you.
From our perch at J.P. Morgan Wealth Management, our team offers the personalized service of a boutique organization coupled with the global resources of J.P. Morgan, one of the largest and most well-respected financial organizations in the world. The firm's 160-year history of serving individuals and institutions alike allows us to draw on the intellectual capital, real-time insights and award-winning research^1^needed to inform our detailed process.
**Direct access to specialist resources:**
Our practice is further enhanced through collaborative teamwork with the professional resources of the firm. Wealth Management Specialists can help Wealth Advisors on a caseby- case client basis, depending on the situation and need.
**Holistic Capabilities**
As the first point of contact, our team serves as a dedicated resource to counsel clients on the full range of wealth management disciplines.
- Goals-based Financial Analysis and Planning
- Asset Allocation, Portfolio Design and Construction
- Private and Alternative Investments*
- Tax Efficient Planning Strategies
- Cash and Liquidity Management: Maximizing income in a low interest rate world
- Philanthropy, Wealth Transfer and Asset Protection
- Education and Retirement Funding
- Risk Management Strategies
- Banking, Credit, Lending and Liability Management
*Investment products may not be suitable for all investors. It is important to review all offering documents and understand the risks associated with the underlying investment products before investing.
Investment Advisory Services
Tailored And Attentive
We believe that personal wealth management requires a high level of specialized attention and world-class resources to realize your important life goals. We provide a hands-on and collaborative experience that is grounded in doing what's best for each client.
Rigorous Portfolio Construction
Our holistic investment philosophy emphasizes goals-driven portfolio construction on an open architecture platform. We take a due diligence approach that examines every angle so that we may identify appropriate investment ideas. Our team selects high-quality instruments to build tailored portfolios and leverages a blend of financial tools and modeling techniques to refine investment decisions. We are keenly focused on returns net of fees/expenses and use active management when compelling performance criteria exist.
Emphasis on Tax Efficiency
We are experienced in tax efficiency and in building low-cost exposure to asset classes, which we take to a higher level than most. Our team works in partnership with CPAs and your other outside advisors to help structure your assets to enhance wealth and minimize tax liabilities.
Cash Plus
In this low interest rate environment, our decades of fixed-income experience results in an unusual understanding of successful risk-adjusted techniques for investing excess cash. Our team seeks to access higher yields while maintaining high-quality investment-grade credit exposure, which may generate higher income than cash deposit accounts and money market funds. We will often recommend a segmentation strategy that reflects the desired access to liquidity and improved yield return on cash and cash-like investments.
Ongoing Communications
Our portfolio management approach involves periodic tactical revisions and rebalancing allocations when appropriate. By maintaining frequent contact, we stay in tune with changes happening in your life that may lead to portfolio recalibration.
J.P. Morgan Managed Discretionary Portfolios
For clients who prefer minimal involvement in their investment portfolio activity, we provide J.P. Morgan Core Advisory Portfolios managed by J.P. Morgan's Chief Investment Office portfolio management team.
Meet Our Team
Specialist Resources
Insights

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now