STRATEGIES


Investment Choices for Separately Managed Accounts

All-Cap Growth – Fully invested equity strategy that uses the Chase Growth Stock process but focuses on companies with market capitalizations of all sizes.

Balanced – A fully invested separately managed account employing Chase's growth strategy with a fixed income component for more conservative investors who need to place more emphasis on capital preservation.

Growth & Income – A fully invested separately managed account similar to the Balanced Growth strategy with a higher emphasis on dividend yield in the equity portion of the portfolio.

Large-Cap Growth – A fully invested separately managed equity account using the Chase Growth at a Reasonable Price philosophy and methodology in companies whose market cap typically exceeds $5 billion.

Mid-Cap Growth – Fully invested equity strategy that uses the Chase Growth Stock process but focuses on companies with market capitalizations between $1 and $15 billion.

  • CONTACT

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

    Adviser: 434.293.9104

    Shareholder Services:
    888.861.7556
    sales@chaseinv.com