Investment management with deliberate hands
Portfolios built in collaboration with a dedicated J.P. Morgan team carrying 50+ years of combined experience — with Greg serving as lead advisor, personally identifying the megatrend opportunities that shape each allocation.
A portfolio strategy that's active, not noisy.
Lead-advisor oversight
Greg personally directs portfolio strategy and selects the megatrend themes that anchor each allocation.
J.P. Morgan collaboration
A dedicated J.P. Morgan team brings 50+ years of combined institutional experience to every portfolio decision.
Goals-based portfolios
Allocations built around your tax situation, time horizon, and what the money is actually for.
Tax-aware management
Asset location, lot-level harvesting, and gain/loss coordination so you keep more of what you earn.
Continuous monitoring
Portfolios reviewed continuously and rebalanced deliberately — not on a calendar.
Direct access
One advisor, one phone number. No call queues, no rotating teams.
Built, then stewarded.
Map your goals, tax picture, and existing portfolio.
We start by understanding what you already own and why, before proposing a single change.
Allocation designed with the J.P. Morgan team.
Greg and the J.P. Morgan team build the allocation around your goals — with megatrend themes layered in deliberately.
Monitor, rebalance, report.
Continuous monitoring, deliberate rebalancing, and clear reporting on what changed and why.
For investors who want more than a model portfolio.
- Investors with concentrated equity or RSU exposure
- Pre-retirees consolidating accounts before drawdown begins
- Retirees living off portfolio income with tax-efficient withdrawals
- Families with multi-generational accounts — taxable, IRA, Roth, trust
- Anyone tired of being a number in a 500-client book