Jonathan Canter

Offering experienced portfolio management.

As a portfolio manager in the J.P. Morgan Portfolio Manager program, my focus is to deliver tailored investments and strategies that support capital preservation, income generation and asset appreciation. I strive for consistency and sustainability for the long term to help my clients stay the course.

My approach is straightforward and direct. I leverage my market understanding and J.P. Morgan's research capabilities to identify and uncover opportunities for my clients.

I believe that the most critical factor in investment management is the patience to make smart decisions.

Most importantly, I provide clear, honest communications to build trusting relationships, educate and connect people and help ensure that I represent my clients' best interests.

Investment Approach

Simplifying the complexities of investing: For high-performing professionals, the money you've earned was not made overnight. Often, the accumulation of wealth is a result of innovative thinking, dedicated practice and years of hard work. I believe the pursuit of your personal financial goals requires that same level of determination and patience.
The portfolios I build are tailored to your specific needs and designed to address the entirety of your assets. I serve as a trusted advisor to help protect, preserve, and grow your wealth and secure your legacy for future generations.

A disciplined and diligent process: I buy, sell and manage portfolios based upon many factors including risk tolerances, time horizons, asset allocations, current needs and future objectives.

As a member of the J.P. Morgan Wealth Management Portfolio Manager Program, I am among a select group of advisors who undergo a screening process to manage discretionary client assets and are subject to on-going quantitative and qualitative reviews to assess each advisor's investment strategy.

Deep-dive research helps inform my investment decisions and I fully immerse myself in multiple information sources to perform 'risk versus return' assessments. I tap J.P. Morgan's global research team—one of the world's most highly respected franchises—and leverage other tools and metrics to study asset classes and identify investment ideas and strategies appropriate for your financial needs.

Investing with composure in volatile markets: Based on years of study, I have learned that the market has a historical consistency which opens windows of opportunity for the purchase of securities. By leveraging this insight, I work with you to understand that short-term volatility should be kept in perspective. I take a longer-term view and strive to position portfolios to take advantage of compounded dividend growth.

Because I consider risk, reward and quality when evaluating and selecting funds, I focus on high credit-worthy, triple A-rated companies which I seek to acquire at a reasonable price. I eschew ETFs and mutual funds and do not chase trends. I avoid the herd mentality.

Generally, I rebalance portfolios every quarter and endeavor to purchase securities when prices are trending downward. My goal is to uncover value rather than to time or beat the markets.
An unconventional approach to income generation: While people often think of municipal bonds as a way in which to generate income, I pursue a different approach and utilize closed-end funds. These instruments can range from U.S. stock and bond funds to those that invest in a specific industry, geographic market or sector.

My belief is that closed-end funds represent a good investment vehicle for preservation of capital and income generation because typically, they are more heavily comprised of income-producing assets.