Alan Ertel
Welcome
Recognizing that every financial situation is different, Alan sees his role as that of trusted advisor, providing leadership and direction to develop appropriate investment strategies. His industry knowledge and tenure with the firm assist him in bringing together the necessary professionals to address client needs. Whether the objective is to purchase a second home, sell a business or diversify a concentrated stock position, Alan engages the vast planning and financial resources available at J.P. Morgan—strategic investments, trusts and estates, private banking, philanthropy, mortgages and credit—to address clients' specific requirements and help them meet their individual goals.
Tailored Investment Approach
Alan employs a highly individualized approach to each client and their particular financial focus that extends beyond investment advice and implementation. His process is anchored in careful due diligence, which involves a thorough assessment of a client's assets, liabilities, sources of income, living expenses, and retirement options. Alan identifies each client's objectives—financial growth, preserving capital or a steady flow of monthly income—and develops tailored plans that align with their goals. He utilizes equities, fixed income instruments, mutual funds, exchange-traded funds and private equity to construct each strategy. Alan maintains and monitors investment plans with efficiency and clarity to address changes in personal scenarios or market conditions and strives for returns that are superior to the S&P 500.
Using a needs-based framework, Alan helps clients develop and execute clear, disciplined investment plans that provide for short-term liquidity, long-term growth and, importantly, risk tolerance. He invests with two main goals: to increase the probability of success and to ensure peace of mind with planning and risk-adjusted returns. The J.P. Morgan platform allows Alan to leverage intellectual capital on a global basis and relationships that provide access to some of the best money managers around the world.
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Insights
Digesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Eye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now
May jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
The opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now
2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read Now
Weathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Making dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now
100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read NowDigesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now