Derwood S Chase Jr

At Chase Investment Counsel Corporation, we have been dedicated to the mission of preserving and growing wealth for individuals and families in Charlottesville and throughout Virginia for over 60 years. Our story began in 1957, when Derwood S. Chase, Jr. founded our boutique wealth management firm to provide personalized investment services to individuals and families. Over the years, we have had the privilege of developing close relationships with many families, often extending across multiple generations.

Our Approach

At Chase Investment Counsel, we take a deeply personal approach to wealth management. We believe that every individual is unique, with their own set of goals, risk tolerance, and financial priorities. We work closely with our clients to understand their individual circumstances and develop a customized investment strategy that aligns with their objectives. Our team is committed to providing each client with direct access to our investment managers and experienced staff members, ensuring that you always have a clear understanding of your financial situation and a clear plan for achieving your goals.

Our Services

Our comprehensive suite of services includes:

• Investment Management: We take a disciplined investment management approach, selecting individual stocks and bonds tailored to your specific financial goals and risk tolerance.
• Wealth Management: We help you manage your wealth, taking into account all your financial goals, needs, and priorities.
• Financial Planning: We provide expert guidance on financial planning and investing for every stage of your life, from career-building to retirement.

Who We Serve

At Chase Investment Counsel, we are committed to serving a diverse range of clients, including:

• Career Professionals: We help juggling professionals manage their finances and achieve their goals.
• Retirees: We ensure that you have a sustainable income plan for your retirement.
• Generational Wealth Transfer: We help families navigate the complexities of transferring wealth across generations.
• Inheritance: We guide you in making informed decisions about allocating an inheritance.

Community Involvement

At Chase Investment Counsel, we believe in giving back to our community. Over the years, we have supported community groups and organizations through financial contributions and volunteerism. Some of our philanthropic commitments include supporting local arts, education, healthy aging, financial education, and free markets.

Our Team

Our team of experienced professionals is dedicated to providing exceptional service and guidance to our clients. We are committed to building long-term relationships based on trust, transparency, and personalized attention.

Contact Us

We invite you to learn more about how we can help you achieve your financial goals. Please feel free to contact us at your convenience for a complimentary evaluation of your current portfolio or to schedule a visit or call with one of our experienced professionals.