
Philip Pluta
Welcome
Investing with composure
I have invested clients' capital throughout the course of many investment cycles. My deep exposure to the many factors that impact portfolio theory—interest rate environments, market fluctuations and economic conditions—is the foundation of my practice and is an important differentiator to help navigate the complexities of significant assets.
Conservative portfolio development and management
As a member of J.P. Morgan Wealth Management' Portfolio Management Program, I stand among a small group of advisors who manage discretionary client investments and are subject to regular quantitative and qualitative reviews. This exacting attention to detail enables me to actively manage investments on behalf of individual clients.
The investment strategies I design help care for the many factors that are imperative to you—preservation of capital, income generation, principal growth and liquidity needs. From these inputs, I construct portfolios using proprietary models that I have developed in-house. My primary objective is to create risk strategies that strike a balance among these priorities in a manner that addresses your individualized circumstances and is aligned with your Investment Policy Statement or investment objectives. Through prudent execution of these plans, I help to steer through phases of financial accumulation, including growth, capital campaigns, financial distribution, retirement and short-term needs, and finally passing to heirs or foundations managing funds to perpetuity.
Institutional-quality investment management
My diverse capabilities enable me to work with clients on both a discretionary and non-discretionary basis, and at an institutional-quality level. I draw on my robust investment committee experience and rigorous due diligence to provide advisory services that are traditionally reserved for the world's largest investors. As an extension of my practice, I offer a comprehensive process to aide in the creation of investment policies and standards that align a not-for-profit's financial goals and portfolios into one conservative and comprehensive statement.
A single point of contact
I serve as a conduit for the full breadth of J.P. Morgan's diverse resources—from global investment platforms to sophisticated lending solutions and award-winning research teams. I leverage the insights and practices that have been distilled from the firm's more than 200 years of serving individuals and institutions alike.
A reputation built one client at a time
My goal is to offer an excellent and individually focused experience, and I hold myself to exacting standards in the pursuit of delivering on that promise. I am proud to present the highest level of customer care to help not-for-profits stay the course.
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Insights

Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
Lessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
Lessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read Now