Chase Investment Counsel Corporation

Chase Investment Counsel Corporation is an independent investment adviser managing retirement, endowment, foundation, personal, trust, and family accounts.  This boutique firm, owned by its investment professionals, manages over $4 billion for a limited group of clients throughout the United States and Canada.

Reasons to Select Chase for Your Investment Needs 

Chase Investment Counsel is in a unique position to add value for clients in the coming years.  With the flexibility it enjoys due to its moderate size, and a process that combines fundamental, quantitative, and technical research, Chase can rapidly respond to changing market conditions and effectively invest in a broader group of large and mid-cap growth companies without the marketability constraints of larger firms.

Depth of Experience

Independent adviser

Owned by its investment professionals

Focused research

Integrated and Disciplined Investment Strategy

Investment philosophy

Well-defined process

Products and Services to Meet Your Needs

Mutual Funds

Chase Growth Fund (CHASX)

Chase Growth Fund Substantial Investor Class Shares (CHAIX)

Chase Mid-Cap Growth Fund (CHAMX)

    Chase Growth Funds Prospectus

Shareholder Access for Chase Funds

Managed Accounts

Large-Cap Growth Equity

Large-Cap Balanced

Mid-Cap Growth

Education and Events

Annual Client Conference

Chase Growth Funds Event

Tools for Consultants

 

       Consistent Strong Performance*

Performance Composites
Large-Cap Growth Equity
Large-Cap Balanced
Mid-Cap Growth
A complete list and description of all Chase Investment Counsel Corporation composites and performance results is available on request.

 

 

 

 

* Past performance is not an indication of future results.  The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than the original cost.

 

Please refer to the Chase Growth Fund and Chase Mid-Cap Growth Fund prospectus for more complete information, including discussion of risks, fees and expenses.  Read it carefully before investing. 

 

The Chase Growth Funds are distributed by Quasar Distributors, LLC.