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

 

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.

Mutual fund investing involves risk. Principal loss is possible.

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 Mid-Cap Growth Fund invests in mid-cap companies, which involve additional risks such as limited liquidity & greater volatility. 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.

  • CONTACT

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

    Adviser: 434.293.9104

    Shareholder Services:
    888.861.7556
    sales@chaseinv.com