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 nearly 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.

  • CONTACT

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

    Adviser: 434.293.9104

    Shareholder Services:
    888.861.7556
    sales@chaseinv.com