Investment Choices for Separately Managed Accounts
All-Cap Growth – Fully invested equity strategy that uses the Chase Growth Stock process but focuses on companies with market capitalizations of all sizes.
Balanced – A fully invested separately managed account employing Chase's growth strategy with a fixed income component for more conservative investors who need to place more emphasis on capital preservation.
Growth & Income – A fully invested separately managed account similar to the Balanced Growth strategy with a higher emphasis on dividend yield in the equity portion of the portfolio.
Large-Cap Growth – A fully invested separately managed equity account using the Chase Growth at a Reasonable Price philosophy and methodology in companies whose market cap typically exceeds $5 billion.
Mid-Cap Growth – Fully invested equity strategy that uses the Chase Growth Stock process but focuses on companies with market capitalizations between $1 and $15 billion.
Chase Investment Counsel is the adviser to the Chase Funds which are distributed by Quasar Distributors, LLC.
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