Chase Investment Counsel Corporation

Chase Investment Counsel Corporation Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Chase Investment Counsel Corporation, Financial planner, 350 Old Ivy Way, Suite 100, Charlottesville, VA.

Chase Investment Counsel is a family and employee-owned wealth management firm offering personalized investment services throughout Virginia and neighboring states.

It’s sometimes referred to as the “Great Wealth Transfer.”As baby boomers turn 65, their attention turns more towards ho...
06/24/2026

It’s sometimes referred to as the “Great Wealth Transfer.”

As baby boomers turn 65, their attention turns more towards how to transfer their wealth rather than how to accumulate it. Seeking to transfer wealth as tax-efficiently as possible is not just a matter of concern for baby boomers, though.

You might be someone who’s managed to accumulate wealth well before retirement age, or you might be retired and find yourself with the means to help others.

You’re in the enviable position of having the means, so it’s important to understand the federal rules in place when it comes to making gifts, as well as the options available to you when you want to help someone through the use of a financial gift.

Read on. https://hubs.ly/Q04kj8Ct0

HANDLING YOUR FAMILY FINANCES SOLO COULD LEAVE YOUR WIFE VULNERABLE | You may think you are doing your spouse a favor by...
06/20/2026

HANDLING YOUR FAMILY FINANCES SOLO COULD LEAVE YOUR WIFE VULNERABLE | You may think you are doing your spouse a favor by exclusively handling your family’s finances and investments.

However, you could be doing her a very significant disservice by not including her, even if she isn’t interested in savings, credit, insurance, and investments.

Doing so could undermine her autonomy and leave her unprepared if you are unable to manage your finances, for instance, if you become incapacitated or suddenly pass away.

True partnership requires sharing financial knowledge. Anything less is less, even if the husband’s intent is to be protective.

Learn how failing to involve your spouse in your investments and family finances could leave her vulnerable, and how you can correct the situation.
https://hubs.ly/Q04khVVV0

06/16/2026

Our latest video features a recent widow who explains what happened to her when her husband who managed their finances exclusively passed away unexpectedly. Check it out then check out the support Chase Investment Counsel offers to avoid a similar situation. https://hubs.ly/Q04khzcD0

CHASE GROWTH FUND FEATURED IN MARKETWATCH PROFILE | The in-depth profile features co-managers of the Morningstar Five St...
06/11/2026

CHASE GROWTH FUND FEATURED IN MARKETWATCH PROFILE | The in-depth profile features co-managers of the Morningstar Five Star fund Robert Klintworth and Peter Tuz as they explain their approach to investing in the technology sector and how it can benefit investors. Find out more. https://hubs.ly/Q04kCjNk0

of April 30, 2026, based on risk adjusted returns, the Chase Growth Fund, Institutional Class shares was rated 5 Star Overall, 5 Star, 5 Star and 4 Stars against the following numbers of funds in Morningstar’s Large Growth category over the following time periods: 992 (overall), 992, 934, and 762 funds in the last three-, five- and ten-year periods, respectively.

For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating (based on a Morningstar risk-adjusted return measure that accounts for variation in a fund’s monthly performance, including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star.

Morningstar, Inc. is an independent mutual fund research and rating service. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

PLANNING FOR WIDOWHOOD | Learn how women who have not been involved in their family investments and finances can gain tr...
06/10/2026

PLANNING FOR WIDOWHOOD | Learn how women who have not been involved in their family investments and finances can gain transparency and control. https://hubs.ly/Q04khfVk0

If your husband handles your family’s finances, an unexpected illness, injury, or death could leave you and the people w...
06/06/2026

If your husband handles your family’s finances, an unexpected illness, injury, or death could leave you and the people who depend on you vulnerable and at a loss as to what to do next.

An important element to reducing this vulnerability is having the right records and ready access to them.

Our checklist outlines the documents and information you need to know about and have access to to feel secure. Check it out.
https://hubs.ly/Q04fL2qk0

It is never too early to consider your estate planning needs. By taking a few distinct steps, you and your family can be...
06/04/2026

It is never too early to consider your estate planning needs. By taking a few distinct steps, you and your family can be on your way to setting up an estate plan that makes sure that your wealth is distributed according to your wishes. Download your copy of our estate planning guide today. https://hubs.ly/Q04fKDXT0

Although our main concern is and should always be the human toll of all conflicts, our day job requires us to think abou...
05/12/2026

Although our main concern is and should always be the human toll of all conflicts, our day job requires us to think about the effect of conflicts and our clients’ portfolios. See what Peter Tuz, our President and Portfolio Manager, has to say about the current conflict. https://hubs.ly/Q04fKWgH0

HOW WOMEN CAN AVOID COMMON RISKS TO THEIR FINANCIAL SECURITY | Learn the risks women face if they don’t get involved in ...
04/21/2026

HOW WOMEN CAN AVOID COMMON RISKS TO THEIR FINANCIAL SECURITY | Learn the risks women face if they don’t get involved in their finances and find out how to prevent becoming vulnerable. https://hubs.ly/Q04bnpn20

Address

350 Old Ivy Way, Suite 100
Charlottesville, VA
22903

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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