ABOUT SEPARATE ACCOUNTS


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:

  • Well-Defined Process - combining fundamental and technical disciplines;
  • Focused Research - which leverages our proprietary model, allowing our professionals to focus their research where they can add the most value;
  • Depth of Experience – our investment professionals average over 25 years of experience through good and bad markets;
  • Consistent Performance – a disciplined approach and the experienced judgment of our investment professionals has produced consistently strong risk-adjusted results over time

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 sales@chaseinv.com 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.

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