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Chase Investment Counsel investment Strategies: From Large Cap, to Balanced, to Mid-Cap and All-Cap
Buck Klintworth and Peter Tuz discussed the main investment strategies used by Chase Investment Counsel at its 47th annual client conference held via Zoom on Nov. 18, 2020. Buck Klintworth: Our large cap strategy is our flagship product. ...
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...
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...
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...
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...
The 7 Biggest Mistakes to Avoid When Working with Your Wealth Manager
By Jennifer L. King Chief Executive Officer, Corporate Secretary & Director, and Chief Compliance Officer You’ve taken the plunge—you’ve decided to hire a wealth manager to help you preserve and grow your assets. As you search for the...
How to Set Up an Estate Plan for Family and Loved Ones
By Robert (Buck) C. Klintworth, CMT Senior Vice President Many successful first-generation investors in and around Charlottesville, Virginia don’t know how to transfer wealth to their children, or even how to talk about it. In a busy...
Wealth Management Advice for the Second Generation
By Robert (Buck) C. Klintworth, CMT Senior Vice President There’s a saying among wealth managers in Charlottesville, Virginia and elsewhere: the first generation makes it, the second generation spends it, and the third generation blows...