Deep Roots in Charlottesville
Giving Back to the Community
Through the years, our firm has supported community groups both financially and with our time. Some of our philanthropic commitments focus on local arts, higher education, healthy aging, financial education, and free markets. Our support includes:
Oratorio Society of Virginia
University of Virginia, Virginia Athletics Foundation
Members of the firm also serve on many local and international boards or volunteer with organizations:
Investment Adviser’s Association (IAA)
Investment Company Institute’s small funds committee
The Charlottesville Rotary Club
The Reason Foundation
The Sexual Assault Resource Agency (SARA)
Personalized Wealth Management
Many managers and planners focus on raising money, not managing it. They rely on outsiders to handle client funds. We have always selected individual stocks and bonds to meet client needs. Our investment process blends fundamental and technical analysis, and seeks to both grow your wealth and protect it in times of severe market volatility.
Because we buy individual stocks and bonds for our clients, our fees may be lower than wealth managers using outside managers. We don’t layer outside fees on top of our fees. Our fees are transparent and clear. We believe you should know what you are paying and we are always available to answer questions about the value we provide.
We know the investment world can be a confusing one. We are always available for a complimentary evaluation of your current portfolio. Contact us at your convenience for a visit or call.
Who We Serve
At Chase Investment Counsel Corporation, you’re not just a data point. You are a unique individual, with a family, history, job and personal goals that you want to achieve. We help make that happen. Working with you, we’ll design an investment strategy and portfolio aligned with your goals, your needs and your tolerance for risk.
If you’re retired and need income, we help generate that income. If you’re a career professional juggling competing wealth objectives such as debt, saving for retirement, paying for education, we help set priorities. If you’re working through the loss of a loved-one while pondering a life-changing inheritance, we help develop the plans you need for savings and spending.
We listen. We hear you. As your life changes over the decades, we approach our relationship with an open mind and open heart. Everything changes, and so should your wealth management strategy and investment plan. With our dedicated group of wealth professionals, we monitor your investments to help get you to where you want to go.
As a firm with deep roots in Charlottesville, our client relationships frequently encompass second generations. We develop rapport with the adult children of clients. These relationships help generational wealth transfer and inheritances, so they can move forward without disruptive and potentially expensive transactions.