Charlottesville, VA Office

Chase Investment Counsel provides personalized wealth and investment management and financial planning to individuals—including career professionals, those nearing or in retirement—and families experiencing financial transitions. The firm manages separately managed accounts across large‑, mid‑ and all‑cap growth strategies, offers income‑oriented options such as covered‑call writing and higher‑dividend allocations, and serves as the investment adviser to the Chase Growth Fund.

The firm uses a bottom‑up, "growth at a reasonable price" approach and typically constructs concentrated portfolios (roughly 30–55 holdings), managing both discretionary and non‑discretionary mandates on a team basis. It occasionally employs covered options in client accounts to generate yield, uses AI for background research with human oversight, and applies the same strategy to its mutual fund as to its all‑cap separate accounts.

Noteworthy differences from many peers include acting as adviser to an investment company and managing investment‑company clients, and engaging firm principals to locate, analyze, negotiate and perform due diligence on direct non‑marketable, illiquid energy and other private placements through consulting arrangements for participating clients. The firm is privately owned with a long operating history, operates on a fee‑only basis, and supplements internal research with third‑party data and soft‑dollar research credits.