
The MTN Group
Welcome
The MTN Group builds fulfilling long-term client relationships with families and organizations by providing world-class service, advice, and execution on a variety of significant financial and non-financial matters. The team's values-based culture is the most frequently cited reason for their success helping clients navigate financial complexity and volatile capital markets. These values guide the team's strategic thinking, aid in making difficult decisions, and underpin the groups operating model. The group serves ultra-high and high-net-worth families, company founders, ERISA retirement plan sponsors, and not-for-profit public charities. Formed in 2005, The MTN Group has been affiliated with J.P. Morgan since 2009.
Engagement
Nurture fulfilling long-term client relationships, many of which span decades and generations. Our fiduciary responsibility, deeply held care for our client's personal and financial well-being, and commitment to transparency form the core of our approach to client relationships.
Range
Demonstrate depth and breadth across a wide spectrum of capital markets, financial and technical disciplines, and humanistic subjects. We use a weight-of-the-evidence approach for important decisions, investment or otherwise, and frequently engage in open debate to challenge and strengthen our thought processes.
Humility
We are proud of the history, tradition, and culture of J.P. Morgan and are fortunate to be able to use its resources to serve our clients. We acknowledge that a commitment to excellence does not equal perfection, and dedicate ourselves to driving meaningful improvements for clients while fostering a team culture of continuous improvement.
Family
We are deeply committed to our families and the communities we live in and serve. This commitment is made possible by the dedication of a talented work-family that supports one another in our personal endeavors by incorporating rigorous strategic planning, process resiliency, teamwork, and client service redundancy.
Portfolio Management
The MTN Group has 90 years of combined experience investing for high-net-worth families and institutions. Our team has collaborated as an investment management team for over 15 years. We manage flexible, tax-aware portfolios that combine active, passive, and hybrid strategies to build durable, efficient, and cost-conscious portfolios.
Our investment process utilizes a rigorous weight-of-the-evidence approach that accounts for fundamental, quantitative, and technical methodologies. We use personalized combinations of these strategies to create client-specific portfolio management programs. We are intermediate and long-term investors, avoid excessive turnover, and do not engage in speculative short-term trading. As your portfolio managers, we also serve as investment fiduciaries.
As part of a seamless transition to J.P. Morgan, new clients can expect a customized on-boarding plan developed in close consultation with our Portfolio Management team. The MTN on-boarding process has been refined through a decade of experience and accounts for idiosyncratic security risk, common factor risks, macroeconomic capital markets risks, tax consequences, and behavioral finance sensitivities. The MTN strategies are available exclusively to MTN clients at J.P. Morgan. All assets are held in separate accounts, with J.P. Morgan serving as custodian.
Meet Our Team
Insights

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
Consumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now

The volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read Now
Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read Now
Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read Now
Your concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read Now
Can equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.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
Consumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now

The volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read Now
Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read Now
Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read Now
Your concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read Now
Can equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read Now