Located in the foothills of the Blue Ridge mountains in Charlottesville, Virginia and near the birthplaces of founding fathers Thomas Jefferson, James Monroe and James Madison, Chase Investment Counsel Corporation is an investment adviser that prides itself on independence of thought and action. Our proprietary investment process blends fundamental and technical analysis and is grounded in our experiences over five and a half decades of market cycles since the firm was founded by Derwood S. Chase, Jr. in 1957.
In Partnership with Investors
We offer high-quality investment portfolios to meet the needs of institutional and individual investors alike through a variety of equity and balanced strategies. Markets will fluctuate, but our passion for following our time-tested, disciplined, risk averse approach to picking stocks and building portfolios remains the same. We are dedicated to helping our clients meet their investment objectives. As an employee-owned firm, our portfolios are invested right along-side yours, whether individuals, families or institutional investors.
Chase manages over $300 million for a select group of clients throughout the United States. Our moderate size gives us flexibility to rapidly respond to changing market conditions and the ability to invest not only in the largest companies, but also in many mid-cap growth companies without being worried by their limited trading liquidity. It also allows our clients to have direct access to the investment managers who make decisions on their behalf.
Passionate, Focused, Disciplined Team
>> Meet our team
Proprietary, Integrated, Fundamental/Technical Investment Strategy
>> Learn more about our philosophy and process
Equity and Balanced Strategies
>> Learn more about our strategies
Focused on Investor Needs
>> Mutual Funds
>> Separately Managed Accounts for Institutions and Private Investors
>> Investor Education
Click here for a current prospectus. Please read and consider it carefully before investing. You may obtain a hardcopy of the prospectus by calling 888.861.7556.
The Chase Funds are offered only to United States residents, and information on this web site is intended only for such persons. Nothing on this website should be considered a solicitation to buy or an offer to sell shares of the Chase Funds in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.
The Chase Funds may invest in mid-cap companies, which involve additional risks such as limited liquidity & greater volatility. Mutual fund investing involves risk. Principal loss is possible. The Chase Funds may invest in foreign securities traded on U.S. exchanges, which involve greater volatility and political, economic and currency risks and differences in accounting methods.
Chase Investment Counsel is the adviser to the Chase Funds which are distributed by Quasar Distributors, LLC.
Chase Investment Counsel Corporation
350 Old Ivy Way
Charlottesville, VA 22903-4897