Business Details
50+ Years
experience
Your Trusted Partner for Wealth Management Solutions
Founded in 1957 by Derwood S. Chase, Jr., our firm has dedicated over six decades to providing personalized wealth management solutions for individuals and families across Virginia and neighboring states. Our active investment management approach combines fundamental and technical analysis to select individual stocks and bonds tailored to each client's financial goals and risk tolerance. With a team averaging over 25 years of experience, we specialize in navigating market cycles while maintaining transparent fee structures and direct client access to investment managers.Our multi-generational client relationships reflect our commitment to evolving with life changes, from career planning through retirement and generational wealth transfer. We integrate tax-efficient strategies, estate planning collaboration, and philanthropic guidance into comprehensive financial solutions while maintaining deep community roots through local board participation and charitable support.
Services
Wealth Management
Investment Management
Retirement Planning
Estate Planning
Tax Management
Philanthropy
Portfolio Management
Active Stock Selection
Financial Planning
Generational Wealth Transfer
Details
- Year established: 1957
Highlights and features
- We implement active stock selection with fundamental and technical analysis
- Our transparent fee structure avoids layered management costs
- Multi-generational client relationships spanning 60+ years demonstrate durability
- Team averages 25+ years of investment experience through market cycles
- Direct access to portfolio managers available for all clients
Services
Wealth Management
Our wealth management solutions combine active stock and bond selection with personalized financial planning. We create customized investment strategies that evolve with clients' changing life circumstances across career, retirement, and generational wealth transfer stages. The service integrates tax-efficient positioning and estate planning collaboration to preserve and grow assets through market cycles.
Investment Management
Active investment management employs fundamental analysis to identify quality growth companies combined with technical indicators for optimal entry points. Our proprietary research process selects from 6,000 stocks to build diversified portfolios focused on risk-adjusted returns. The strategy includes disciplined sell criteria based on price targets and market conditions.
Retirement Planning
Retirement planning services focus on creating sustainable income streams while maintaining growth potential. We develop customized strategies for pre-retirees and retirees that balance capital preservation with inflation protection. The service includes cash flow analysis, tax-efficient withdrawal strategies, and portfolio adjustments to support long-term financial security during retirement years.
Estate Planning
Estate planning collaboration involves working with legal professionals to implement wealth transfer strategies. We help clients structure investment portfolios within trusts, coordinate beneficiary designations, and develop plans for generational wealth transfer. The service addresses tax implications and ensures investment strategies align with estate planning objectives.
Tax Management
Tax management strategies focus on minimizing tax liabilities through portfolio positioning and transaction timing. We implement tax-loss harvesting, optimize capital gains treatment, and coordinate with tax professionals to enhance after-tax returns. The service includes proactive adjustments to changing tax environments and individual client circumstances.
People
Derwood S. Chase, Jr.
Founder & Chairman Emeritus
Founder of Chase Investment Counsel in 1957 with over 60 years of wealth management experience. Established the firm's enduring philosophy of active investment management and personalized client service.
Stuart F. Chase
Chairman of the Board
Chairman continuing the family legacy in wealth management. Brings extensive industry experience and leadership in maintaining the firm's client-focused approach and investment discipline.
Peter W. Tuz
President & Portfolio Manager
CFA charterholder and portfolio manager with deep expertise in active stock selection. Leads investment strategy development and client portfolio management with over 25 years of market experience.
Robert Klintworth
Senior Vice President
Certified Financial Planner and Chartered Market Technician with specialized skills in technical analysis and portfolio risk management. Provides investment expertise and client advisory services.
Jennifer King
Chief Executive Officer
IA CCP-certified executive overseeing firm operations and compliance. Ensures adherence to regulatory standards while maintaining the firm's commitment to personalized wealth management services.
Questions
What investment strategies do you offer?
We offer active stock and bond management across various strategies including all-cap growth, large-cap growth, mid-cap growth, balanced, and growth & income portfolios tailored to client needs.
How do you approach tax planning?
Our tax management focuses on minimizing liabilities through strategic timing of transactions, tax-loss harvesting, and optimizing capital gains treatment while coordinating with clients' tax professionals.
Do you work with out-of-state clients?
While based in Virginia, we serve clients across neighboring states through personalized communication and portfolio management adapted to individual circumstances.
How are fees structured?
We maintain transparent fee structures without layered costs, charging directly for our services without additional fees from external managers or funds.
What retirement planning services do you provide?
We develop customized retirement income strategies that balance capital preservation with growth needs, including cash flow analysis and tax-efficient withdrawal planning.
How do you handle generational wealth transfer?
We collaborate with estate attorneys to implement wealth transfer plans addressing tax implications and ensuring investment strategies align with clients' long-term family objectives.
