CHASE INVESTMENT COUNSEL CORPORATION

Portfolio management is led by the firm's senior investment committee, which includes third-generation family member Derwood S. Chase III and long-tenured principals. The process relies on a bottom-up, team-based research approach rather than a star-manager model. Decision-making authority for individual portfolios rests with the portfolio managers directly assigned to each client relationship.

The firm uses a proprietary fundamental screening process focused on identifying large-cap companies with consistent above-average earnings and revenue growth. Idea generation is internally driven, drawing on financial statement analysis, management quality assessment, and industry positioning. The firm does not rely on sell-side research or external idea generation platforms as primary inputs.

Chase Investment Counsel runs concentrated portfolios typically holding between 25 and 35 individual equity positions. Annual turnover is deliberately low — often below 20 percent — reflecting a long-horizon philosophy. This structure is designed for tax efficiency, a priority for the high-net-worth families that constitute the client base.

No. The firm has maintained a single-strategy focus on large-cap US growth equities since its founding. It does not offer fixed-income, international, small-cap, or alternative investment strategies. This singular focus is a deliberate structural choice, not a gap in coverage.

Chase Investment Counsel is employee-owned and independent. Ownership has transitioned across generations, with Derwood S. Chase III representing the third generation of family leadership. The firm's succession architecture embeds equity ownership among senior professionals, a structure that aligns multi-decade employee tenure with client portfolio horizons.

The firm primarily manages separate accounts for high-net-worth individuals, multi-generational families, and a limited number of institutional clients such as endowments and foundations. It does not operate mutual funds, ETFs, or commingled vehicles, maintaining a direct account-by-account management model.

Chase Investment Counsel operates from a single headquarters in Charlottesville, Virginia. The firm has maintained this single-office structure since its founding. Its client base is national, historically built through professional and personal referral networks rather than through a distributed advisor sales force.