Create flexible, customized portfolios, incorporating your client’s investment views, preferences and tax sensitivity.
Help deliver enhanced after-tax returns through tax-smart portfolio transitions and systematic tax-loss harvesting.
Our on-demand, digital experience makes customization, tax management and reporting easy – and is driven by you.
The J.P. Morgan Tax-Smart SMA Platform
Create personalized, tax-managed solutions in a few simple steps. Watch our video to see how it works.
Start with a Custom Invest SMA
Access J.P. Morgan’s 30 years of index investing expertise through our world-class portfolio management teams.
Create flexible, customized portfolios, incorporating your client’s investment view, preferences and tax sensitivity.
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.
Generate potential tax alpha through ongoing, systematic tax-loss harvesting with rigorous portfolio manager oversight.
The first in J.P. Morgan's new line up of customizable, tax-smart SMAs
55ip is a tax-smart investment strategy engine available to Registered Investment Advisors that can improve advisors’ efficiency and help deliver enhanced after-tax returns.
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.