Charlottesville, VA Old Ivy Way Office

Spencer Garrett is a financial advisor at Chase Investment Counsel Corporation with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including LongView Wealth Management, Cambridge Investment Research, Canal Capital Management, and Oppenheimer. Chase Investment Counsel provides personalized wealth and investment management and financial planning to individuals, career professionals, retirees, and families in transition. The firm uses a bottom-up, growth-at-a-reasonable-price approach to construct concentrated portfolios and manages both discretionary and non-discretionary mandates on a team basis.

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.

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.