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.
300 Preston Ave.
Charlottesville, VA 22902-5096