55ip is our tax-smart technology platform available to Registered Investment Advisors
that can improve advisors' efficency and help deliver enhanced after-tax returns.
Our Tax-Smart Platform
Portfolio customization
Create flexible, customized portfolios, incorporating your client’s investment views, preferences and tax sensitivity.
Daily tax management
Deliver enhanced after-tax returns through tax-smart portfolio transitions and daily, automated tax-loss harvesting.
On-demand technology
Our easy-to-use, online portal makes customization, tax management and reporting easy – and is driven by you.
Learn how you can deliver customization and tax alpha in a few easy steps
1. Start with a J.P. Morgan SMA
Access the investing expertise of J.P. Morgan’s world-class portfolio management teams.
2. Customize investments
Create flexible, customized portfolios, incorporating your client’s investment views, preferences and tax sensitivity.
3. Create custom, tax-smart transitions
Help your clients transition assets in a tax-smart way with our proprietary ActiveTax Technology ® and on-demand tax transition proposals.
4. Automate tax management
Generate potential tax alpha through ongoing, systematic tax-loss harvesting with rigorous portfolio manager oversight.
Important information: Separately Managed Accounts (SMAs) are not mutual funds. SMAs are discretionary accounts managed by J.P. Morgan Investment Management Inc. (JPMIM), a federally registered investment adviser.
Professional money management may not be suitable for all investors. It should not be assumed that investments made in the future will be profitable.
55ip is the marketing name used by 55 Institutional Partners, LLC, an investment technology developer, and for investment advisory services provided by 55I, LLC, an SEC-registered investment advisor. 55ip is part of J.P. Morgan Asset Management.