"Values-Based, Modern Advisory & Asset Management for a Complex World"
The MTN Group

Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024 • 2023

National Association of Plan Advisors (NAPA)

Top DC Advisor Teams
2021 • 2020
About 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

The MTN Group – Specialists in Healthcare

Values-Based Modern Advisory & Asset Management for a Complex Industry

The MTN Group builds long-lasting client relationships with healthcare providers and organizations by providing world-class service, advice, and execution on a variety of significant financial and non-financial matters.
With decades of combined experience serving medical professionals and institutions, the MTN Group has the unique ability to serve healthcare clients with the personal attention of a small boutique and the strength and resources of J.P. Morgan

  • For-Profit & Not-for-Profit Hospitals
  • Hospital Outpatient Departments
  • Regional Hospitals
  • Micro-Hospitals
  • Independent Physician Associations
  • Management Services Organizations
  • Company Founders & Executives
  • Physicians
  • Endowments & Foundations
  • Restricted & Control Stock Services
  • Concentrated Position Management
  • Liquidity Event Planning
  • Trust and Estate Planning
  • Stock Plan Administration
  • Strategic Tax Management
  • Corporate Retirement Plans Consulting
  • Portfolio Management
  • Alternative Investments
  • Private/Personalized Banking & Lending

Insights

Outlook

100 trading days in: Why 2024 is different

May 24, 2024It’s been a paradox of progress for investors in 2024. But what’s the market’s secret to success—and what could come next?Read Now
Investing

How to invest in AI’s next phase

May 23, 2024We think it’s time for investors who want to buy into AI to expand their approach. Here’s how you could consider investing.Read Now
Wealth Planning

You can’t always get what you want: Talking with children about wealth and entitlement

May 22, 2024Open communication about family wealth and values can help stave off a sense of entitlement in children – and encourage them to forge their own path.Read Now
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