Combining Fundamental Analysis with Technical Factors to Determine Timing in Purchasing and Sales of Stocks
Clay Sefter began CICC’s 47th annual client conference by explaining the firm’s investment philosophy and stock selection process. Chase has always been a “bottom up” stock manager and lets its screening process determine the stocks to buy and sectors to overweight or...
Investing Now for Next Year’s Potential
“Crisis or Recovery” was the subject of Chase Investment Counsel’s 47th investment conference, held via Zoom on November 18th, 2020. Presenters included Chase Investment Counsel portfolio managers Peter W. Tuz, Buck Klintworth, and Clay Sefter as well as political...
Chase Investment Counsel 47th Annual Investor Conference: Crisis or Recovery – What does 2021 hold for us?
CHASE INVESTMENT COUNSEL 47TH ANNUAL INVESTOR CONFERENCE Crisis or Recovery – What does 2021 hold for us? When: Wednesday, November 18, 2020 Where: Virtual Conference via Zoom Times: Please see times for each event below Guest speaker bios and topics: Stephen Moore,...
How to Choose a Wealth Manager in Charlottesville, Virginia
By Jennifer L. King Chief Executive Officer, Corporate Secretary & Director, and Chief Compliance Officer Choosing a wealth manager is a complicated process and selecting one firm from the thousands of boutique and national firms may seem overwhelming. One of the...
