Chase Investment Counsel Corporation

Spencer Garrett is a financial advisor at Chase Investment Counsel Corporation with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including LongView Wealth Management, Cambridge Investment Research, Canal Capital Management, Oppenheimer & Co., Merrill Lynch, and Bank of America. Chase Investment Counsel Corporation serves individual investors, high-net-worth households, professionals, retirees, and families in financial transition, providing personalized wealth and investment management. The firm employs a bottom-up, growth-at-a-reasonable-price investment approach with concentrated portfolios and incorporates yield-oriented strategies such as covered-call writing.

Derwood Chase is a financial advisor at Chase Investment Counsel Corporation with 40 years of industry experience. He holds the Series 63 designation and has been with the firm since 1964. Chase Investment Counsel Corporation serves individual investors, high-net-worth households, career professionals, retirees, and families undergoing financial transitions. The firm employs a bottom-up, growth-at-a-reasonable-price investment approach with relatively concentrated portfolios and uses both discretionary and non-discretionary arrangements, including yield-oriented tactics such as covered-call writing and higher-dividend equity selections.

Peter Tuz is a CFP® and CFA® with 28 years of industry experience, currently serving at Chase Investment Counsel Corporation since 1997. He holds leadership roles outside his firm, including chairman of the investment committee at Ripon College and membership on the Farmington Country Club committee overseeing employee benefit plan investments. Chase Investment Counsel Corporation primarily serves individual investors, high-net-worth households, and families undergoing financial transitions, offering personalized wealth management and financial planning. The firm employs a bottom-up, growth-at-a-reasonable-price investment approach with relatively concentrated portfolios and incorporates yield-oriented strategies such as covered-call writing.

Stuart Chase is a financial advisor with Chase Investment Counsel Corporation in Charlottesville, VA, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has been self-employed since 2000 and associated with Chase Investment Counsel since 1994. He serves as Chairman of the Board for the firm, a position he has held since 2013. Chase Investment Counsel primarily serves individual investors, high-net-worth households, professionals, retirees, and families in transition. The firm employs a bottom-up, growth-at-a-reasonable-price investment approach with concentrated portfolios and utilizes yield-oriented strategies such as covered-call writing.

Robert Klintworth is a financial advisor at Chase Investment Counsel Corporation in Charlottesville, VA, with 14 years of industry experience. He holds a Series 65 designation and has been with the firm since 2004. Chase Investment Counsel Corporation serves individual investors, high-net-worth households, career professionals, retirees, and families undergoing financial transitions, providing personalized wealth management and financial planning. The firm employs a bottom-up, growth-at-a-reasonable-price investment approach with concentrated portfolios and uses yield-oriented tactics such as covered-call writing and higher-dividend equity selections.