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New Chase Strategic Portfolio Delivers Sophisticated Investment with Simplicity


Brings JPMorgan’s investment expertise directly to Chase customers

CHICAGO.- Chase today introduced the Chase Strategic Portfolio, an innovative investment advisory program, delivered by the financial advisors in Chase’s convenient network of 3,150 bank branches.

The joint investment resources of JPMorgan Asset Management and Chase Investment Services Corp. have worked together to provide a unique investment strategy that leverages their disciplined methodology, innovation, and commitment to service excellence.

Through the Chase Strategic Portfolio, Chase customers can invest in 26 distinct investment portfolios - each carefully constructed, professionally managed and broadly diversified. The portfolios -- which may include mutual funds, exchange-traded funds, separately managed accounts and money market funds -- seek to enhance returns while reducing risk.

How it Works
By consolidating the investments into one comprehensive account, the Chase Strategic Portfolio provides customers with a disciplined approach to help reach their investment objectives. A financial advisor uses a customer’s individual goals, financial needs and risk tolerance to help determine an appropriate asset-allocation strategy and then the best portfolio.


The minimum initial investment is $50,000 and customers can select from 26 distinct investment portfolios, including 13 retirement accounts.

The competitive annual fee is based on the average asset value in the customer’s portfolio.

A monthly statement and quarterly performance report helps the customer track their investment performance.

Chase Investment Services Corp. Financial Advisors are available to discuss the performance of the portfolio relative to the customer’s goals on an ongoing basis.

Continuous monitoring of the Chase Strategic Portfolio by JPMorgan Asset Management helps ensure that the asset allocation of each portfolio remains in line with the portfolio’s objective.

All transactions in the account are implemented by JPMorgan Asset Management.

All investment managers are selected and evaluated on an ongoing basis by Chase Investment Services based on a rigorous screening process, favoring long-term, risk adjusted performance.

“Investment success relies on developing a plan and sticking to it over the long term,” said Mike Reed, Executive Vice President, Chase. “The Chase Strategic Portfolio offers sophisticated solutions to investors’ long-term needs.”

“We are delighted to provide access to the best of JPMorgan’s investment management and asset allocation expertise, complemented by other experienced managers, to deliver a sophisticated managed account that can be tailor-made to individual financial needs,” said George Gatch, President and CEO of JPMorgan Funds.

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