Meet the Investment Advisors
J.P. Morgan Asset Management
J.P. Morgan Asset Management is a leading investment manager for institutions, financial intermediaries and individual investors worldwide. With a heritage of more than a century, a broad range of core and alternative strategies and investment professionals operating in every major world market, we offer valuable investment experience and insight aimed at helping you reach your investment goals.
Within J.P. Morgan, Multi-Asset Solutions develops a broad range of tailored portfolios and target-date strategies. For Advisor-Guided Plan portfolios, Multi-Asset Solutions will allocate assets, select underlying investments, monitor holdings and make adjustments based on each portfolio's risk/return objectives and changing market conditions.
State Street Global Advisors Funds Management
State Street Global Advisors Funds Management manages the exchange-traded fund portfolios available in the new investment lineup. They have attained industry leadership with the SPDR®1 family of ETFs, including first-to-market launches with gold, international real estate and fixed-income and sector ETFs.
1 "SPDR" is a registered trademark of Standard & Poor's Financial Services LLC ("S&P") and has been licensed for use by State Street Corporation. No financial product offered by State Street Corporation or its affiliates is sponsored, endorsed, sold or promoted by S&P or its affiliates, and S&P and its affiliates make no representation, warranty or condition regarding the advisability of buying, selling or holding units/shares in such products. Further limitations and important information that could affect investors' rights are described in the prospectus for the applicable product.
Q. Can I change how my contributions are invested?
A. Federal law allows you to reallocate existing plan assets twice every calendar year or when changing beneficiaries. You can change how future contributions are invested at any time.