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 63 and Series 66 designations and has worked at firms including LongView Wealth Management, Cambridge Investment Research, Canal Capital Management, Oppenheimer & Co. Inc, Merrill Lynch, and Bank of America. Chase Investment Counsel provides personalized wealth and investment management and financial planning to individuals and families, using a bottom-up, growth-at-a-reasonable-price approach with concentrated portfolios. The firm manages both discretionary and non-discretionary mandates, serves as adviser to an investment company, and engages in direct private placements for participating clients.

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 29 years of experience at Chase Investment Counsel Corporation, where he has worked since 1997. He serves as chairman of the investment committee at Ripon College, overseeing the school’s endowment investment policy. Additionally, he participates in a committee at Farmington Country Club that reviews employee benefit plans and mutual fund selections. Chase Investment Counsel provides personalized wealth and investment management to individuals and families, utilizing a bottom-up, growth-at-a-reasonable-price approach. The firm manages concentrated portfolios and income-oriented strategies on a team basis, advises an investment company, and engages in direct private placements for select clients.

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.