HOW TO INVEST


To invest in the Chase Funds, complete the following steps:

1. Read the Chase Growth Fund and/or Chase Mid-Cap Growth Fund Summary or Statuatory Prospectus. Download these documents from the left column.

2. If you are opening an IRA account, you must also read the IRA & Coverdell Education Savings Account, Disclosure Statement & Custodial Account Agreement. Download the Disclosure Statement/Custodial Account Agreement (PDF)

3. Complete and submit the appropriate application for the type of account you would like to open.

4. Mail your completed application and a check for your initial investment of $2,000 ($1,000,000 for institutional class) or more to:

  Regular Mail:   Overnight or Express Mail:  
  Chase Funds c/o U.S. Bancorp Fund Services, LLC
  P.O. Box 701
  Milwaukee, WI 53201-0701
  Chase Funds c/o U.S. Bancorp Fund Services, LLC
615 East Michigan Street, Third Floor
Milwaukee, WI 53202
 

 

Note: The Fund is available through major brokerage platforms and may also be available through your existing brokerage account. Please check with your financial advisor. For information on Chase Investment Counsel Separate Accounts, please contact one of our partners or staff, e-mail sales@chaseinv.com.

Phone: 434.293.9104        Fax: 434.293.9002

  • CONTACT

    300 Preston Ave.
    Suite 500
    Charlottesville, VA 22902-5096

    Adviser: 434.293.9104

    Shareholder Services:
    888.861.7556
    sales@chaseinv.com