"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."
Philip Pluta

Philip Pluta

"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."
About 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

Markets

Higher rates, lower logic

June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Wealth Planning

Here’s why you still don’t have a will – or haven’t kept the one you do have up to date

June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now
Business

Business succession planning: Building an effective team

June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
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