Investing
Capital placed with conviction, not committee.
Every Chase-Bank portfolio is built by a named portfolio manager, reviewed quarterly with you, and benchmarked against your liabilities — not the S&P.
Chase-Bank Balanced
+9.4%$14.2B AUM · YTD
60/40 global mandate, tax-managed overlays, rebalanced monthly.
Chase-Bank Growth
+17.8%$8.1B AUM · YTD
Concentrated global equity with selective venture and pre-IPO exposure.
Chase-Bankome
+5.2%$11.6B AUM · YTD
Investment-grade and private credit with municipal overlay for taxable accounts.
Chase-Bank Alternatives
+12.1%$6.8B AUM · YTD
Private equity, real assets, hedge strategies — typically closed to outside capital.
Illustrative figures. Past performance is not indicative of future results.