Business Details
50+ Years
experience
Your Trusted Partner for Wealth Management Solutions
Chase Investment Counsel has been a trusted partner in wealth management since its founding in 1957 by Derwood S. Chase, Jr. Our family and employee-owned firm specializes in active investment strategies, focusing on individual stocks and bonds tailored to each client's unique financial goals. With over six decades of experience navigating economic cycles, we prioritize personalized service, transparent fee structures, and long-term client relationships that often span generations. Our team of seasoned professionals applies both fundamental and technical analysis to deliver disciplined portfolio management.Located in Charlottesville, Virginia, we serve individuals and families across Virginia and neighboring states, complementing investment strategies with comprehensive estate planning, tax-efficient solutions, and philanthropy guidance. Our commitment to community extends through financial and volunteer support for local arts, education, and free market initiatives. By maintaining direct client access to investment managers and offering complimentary portfolio evaluations, we ensure tailored financial strategies that adapt to evolving life stages.
Services
All-Cap Growth
Balanced Strategy
Growth and Income
Large-Cap Growth
Mid-Cap Growth
Estate Planning
Tax Management
Portfolio Review
Retirement Planning
Philanthropy Guidance
Details
- Year established: 1957
Highlights and features
- We offer active management selecting individual stocks and bonds for targeted returns
- Our disciplined investment approach combines fundamental and technical analysis
- We maintain transparent fee structures with no hidden costs or layered fees
- Our team averages over 25 years of market experience through multiple cycles
- We provide multigenerational estate planning and philanthropy guidance
Services
All-Cap Growth
This strategy analyzes the entire market for companies meeting growth criteria, selecting large, medium, or small-cap stocks based on strict growth metrics. Our proprietary model identifies high-quality growth opportunities across sectors while maintaining disciplined risk management through continuous market evaluation and portfolio adjustments.
Balanced Strategy
Combining stocks and bonds, this approach provides growth and income with emphasis on capital preservation. We apply our disciplined selection process to create stable portfolios for conservative investors seeking reliable returns while maintaining protection against market volatility through strategic asset allocation.
Growth and Income
This dual-component strategy emphasizes dividend-paying stocks and fixed income investments to enhance current income while preserving spending power. We prioritize companies with consistent dividend histories integrated with bond positions, creating income streams with reduced volatility for retirees and income-focused investors.
Estate Planning
We collaborate with legal professionals to develop customized estate plans, managing trust portfolios and facilitating generational wealth transfer. Our approach addresses individual needs through strategic asset allocation while coordinating with estate attorneys to implement wills, trusts, and inheritance strategies.
Tax Management
Our tax-efficient strategies optimize portfolio management through gain/loss harvesting techniques and timing considerations. We implement tax-saving measures like deferring short-term gains while actively managing portfolios to minimize tax liabilities without compromising investment objectives or market responsiveness.
People
Derwood S. Chase, Jr.
Founder & Chairman Emeritus
Founded Chase Investment Counsel in 1957 to provide independent wealth management. His vision established the firm's commitment to active management and personalized service, creating enduring client relationships that span generations across Virginia and neighboring states.
Peter W. Tuz
President & Portfolio Manager
CFA charterholder with decades of market experience leading investment strategy. Specializes in active portfolio management, combining fundamental analysis with technical indicators to deliver disciplined investment solutions tailored to individual client needs and market conditions.
Jennifer L. King
Chief Executive Officer
Oversees firm operations and compliance while maintaining focus on client service excellence. Her leadership ensures adherence to regulatory standards while preserving the firm's personalized approach to wealth management for individuals and families.
Robert Klintworth
Senior Vice President
Portfolio manager with CFA and CFP credentials managing client investments. Applies technical analysis expertise to the firm's active management approach, focusing on market timing and portfolio optimization for client-specific strategies.
Stuart F. Chase
Chairman of the Board
Continues the Chase family legacy in wealth management with leadership oversight. His role ensures continuity of the firm's core values while guiding strategic decisions that maintain the organization's client-centric philosophy and operational integrity.
Questions
What investment strategies do you offer?
We offer five core strategies: All-Cap Growth, Balanced, Growth and Income, Large-Cap Growth, and Mid-Cap Growth, each tailored to different risk tolerances and financial objectives.
How do you handle tax-efficient investing?
Our tax management approach includes strategic gain/loss harvesting, timing considerations, and portfolio positioning to minimize tax liabilities while maintaining investment objectives aligned with market conditions.
What services do you provide for retirees?
We focus on creating stable income streams through dividend-paying stocks, fixed income investments, and comprehensive retirement income planning tailored to individual spending needs and longevity considerations.
How do you approach estate planning?
We collaborate with estate attorneys to develop customized plans addressing wealth transfer, trust management, and inheritance strategies while ensuring proper asset allocation and tax-efficient solutions.
What makes your firm different from others?
We combine active management of individual stocks and bonds with transparent fee structures, multi-generational client relationships, and direct portfolio manager access while maintaining community-focused values.
Do you offer portfolio reviews?
Yes, we provide complimentary portfolio evaluations and maintain continuous client access for portfolio discussions, offering quarterly reviews with performance analysis and market insights.
