Chase Investment Counsel Corporation manages assets for individuals, families, endowments, foundations and retirement plans for clients across the United States. We believe our clients benefit from Chase’s:
Given the boutique nature of our firm, we have a modest number of clients. Thus, each portfolio receives intense attention by our senior investment professionals.
For many of our clients, we are their only manager, making all investment decisions, including asset allocation. We closely monitor adherence to each client's investment policy and investment changes are made quickly in response to market conditions. Quarterly, we prepare an Investment Review for each client, showing performance, portfolio characteristics and diversification.
Our Composite Performance for each strategy is available upon request. Please call us at 434-293-9104 or email firstname.lastname@example.org to learn more about a Separately Managed Portfolio.
Diversification does not assure a profit or protect against a loss in a declining market.
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