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Chase Investment Counsel Corporation

350 Old Ivy Way, Suite 100
Charlottesville, Virginia 22903-4897
United States
 
Contact :      Peter W. Tuz, CFA, CFP®
Phone :       (434) 293-9104
Fax :             (434) 293-9002
Email :         tuz@chaseinv.com
Web :           http://www.chaseinv.com

Chase Investment Counsel Corporation Information

Type of organization : S Corporation
Total Assets Managed ($Mil) : $309
Tax-Exempt Managed ($Mil) : $36
Taxable Assets Managed ($Mil) : $273
Year Founded : 1957
Wrap Programs Offered? : No
# of Accounts Managed : 104
In-House Research : 60 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Chase Investment Counsel Corporation History

Chase Investment Counsel Corporation (CICC) is an independent investment management firm based in Charlottesville, Virginia and registered with the SEC as an investment advisor. The company is employee-owned and manages assets for individuals, families, endowments, foundations, and retirement plans for clients across the United States. The firm also serves as the investment adviser for the large-cap Chase Growth Fund (CHASX/CHAIX) and the Chase Mid-Cap Growth Fund (CHAMX/CHIMX). Each fund has two share classes available to individuals and institutions. The three pillars of the firm’s investment philosophy are high quality, consistent growth, and prudent prices. We believe that our focus on high quality companies with consistent growth records and stocks that are prudently priced leads to better long-term risk adjusted returns in the large- cap growth and mid-cap growth areas. The firm manages large-cap, mid-cap, all-cap equity, and balanced portfolios. CICC was incorporated in 1964 and succeeds the predecessor proprietorship of Derwood S. Chase, Jr., which was founded in 1957. For over fifty years, it has consistently achieved outstanding risk-adjusted investment results using its unique investment process which combines diligent fundamental security analysis and technical disciplines.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
95
$181
 
Limited Partnership :
 
Foundations :
2
$11
ERISA :
3
$15
Unions, Taft-Hartley :
Public :
1
$10
Others :
3
$92
Total # of Professional : 4 Analysts : 3
Portfolio Managers : 2 Traders : 0
Client Service : 1 Operation : 4

Chase Investment Counsel Corporation Personnel

Mr.  Derwood Chase

President/CEO
Tel : 434-293-9104
Email: derwood@chaseinv.com
Mr. Chase earned a BS with Distinction from the University of Virginia and a MBA from Harvard University. His speeches, articles and comments on investing and economic policy have been quoted in Barron’s, Business Week, The Wall Street Journal, Pensions & Investments, Kiplinger’s Personal Finance, and The New York Times. He has appeared on CNBC, The Nightly Business Report (PBS) and Bloomberg. Derwood is a Chartered Investment Counselor, a member of the Analysts Club (N.Y.C.), the New York Society of Security Analysts, and the Mont Pelerin Society. He is President of the Chase Foundation of Virginia, a Trustee of the Reason Foundation and the Fraser Institute, and a former Governor of the Investment Counsel Association of America.

Mr.  Peter Tuz

Portfolio Manager
Tel : 434-293-9104
Email: tuz@chaseinv.com
Mr. Tuz earned his BA from Ripon College, an MA from the University of Missouri, and an MBA from Tulane University. Peter is a CFA charter holder and a CFP® professional. Before joining us in 1997 he had 10 years experience as a senior analyst and officer with two NYSE member firms. He is a trustee for Ripon College and a member of its investment committee and is a member of the Board of Governors of the Investment Adviser's Association. Peter is a member of CFA Virginia, CFA Society of Washington, D.C., the Washington Association of Money Managers and serves on the Investment Company Institute's small funds committee. He has been an occasional guest on CNBC and The Street and served on the board of the ICFA Virginia. He has been quoted in Barron's, the Wall Street Journal, the New York Times and other publications.

Mrs.  Jennifer King

Vice President
Tel : 434-293-9104
Email: jenniferking@chaseinv.com
Mrs. King earned her BS in Commerce from the University of Virginia in 1992 and a MBA from James Madison University in 1997. Jennifer is an NRS Investment Adviser Certified Compliance Professional® and is responsible for the firm’s compliance program. In addition, she handles numerous administrative functions and manages our operations including supervising our performance measurement, client investment record keeping and reporting. She also handles client relations related to those functions, and supervises the maintenance of our performance measurement software. Prior to joining us, Jennifer was Manager, Marketing Communications at Universal Instruments in Binghamton, New York and GE Fanuc Automation in Charlottesville. She is a past President of the Rotary Club of Charlottesville.

Mr.  Robert (Buck) Klintworth

Portfolio Manager
Tel : 434-293-9104
Email: klintworth@chaseinv.com
Mr. Klintworth received his BS in Mathematics from Westmont College.  Buck serves as a portfolio manager, technical analyst, and trader.  Buck is a Chartered Market Technician and a member of the Market Technicians Association.  Prior to joining us in 2004, he worked primarily in accounting. He has been quoted in Barron’s.

Mrs.  Virginia Josey

Data Preparer
Tel : 434-293-9104
Email: Josey@chaseinv.com

Mr.  Clay Sefter

Researcher/Analyst
Tel : 4342939104
Email: sefter@chaseinv.com
Mr. Sefter earned his BS in Accounting from Geneva College, located in Beaver Falls, Pennsylvania. Clay serves as a research analyst and assistant portfolio manager. Prior to joining Chase in 2016, he spent six years as a senior analyst with CDR Associates, which is a healthcare financial consulting firm, and two years as a staff accountant with Grossman Yanak & Ford, a public accounting firm based in Pittsburgh, PA.

Chase Investment Counsel Corporation Product Name

Report Created: September,23 2020.  Copyright Money Manager Review , All rights Reserved.
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