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Chase Investment Counsel is a boutique wealth management firm owned by the Chase family and employees. Derwood S. Chase, Jr. founded Chase Investment Counsel in 1957 to provide wealth and investment management to individuals and families in Charlottesville and throughout Virginia. During our 60 year history, multi-generational families have relied on us for investment advice. We are proud of the durability of those relationships and our ability to help preserve and grow wealth over many economic and market cycles.
Personal Approach
Personal and family investment needs change as life evolves – from starting a career and raising a family, to the wealth building years and ultimately into retirement. Our wealth management team gets to know you, and you get to know them. You will always have direct access to our investment managers and experienced staff members.
Active Management
Chase’s disciplined investment management philosophy focuses on selecting individual stocks and bonds targeted to your specific financial goals and risk tolerance.
Which Are You?
Life Stages
Money In Motion
Career Professionals
Juggling a career and family life doesn’t leave much time for managing your wealth.
Suddenly Single
Managing your finances as a single person requires a mindset change.
Near Retirees
Setting a retirement date is a leap of faith without a retirement income plan.
Generational Wealth Transfer
Choosing between priorities creates challenges in generational wealth transfer.
Retirees
Ensuring that you have enough income to last through your retirement is a big task.
Inheritance
Determining how to allocate an inheritance means balancing priorities.
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Financial Planning and Investing for Women
Financial planning for every stage of a woman’s life.
A woman’s financial planning and investing needs are unique and often change at different stages of her life or with specific life events.
Specifically the whitepaper covers:
Why Women are Better Investors
Financial Planning at Every Stage of a Woman’s Life
How to Get Started
Replay: Chase Investment Counsel 51st Investor Conference
Chase Investment Counsel’s Annual Investor Conference is an opportunity to learn more about the stock market, economy, and the impact of both on an investment process which utilizes bottom up stock selection. This year’s hybrid event...
Smart Investment Moves for Mid-Career Professionals
As you are getting established in your career, you may experience a mental tug-of-war between focusing on the present or the future. As you balance short-term and long-term goals there are specific actions you can take that can jumpstart...