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Derwood Sumner Chase

Chase Investment Counsel Corp.

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About Derwood Sumner Chase

Derwood Sumner Chase is a financial advisor with Chase Investment Counsel Corp., a firm based in Charlottesville, VA. Derwood has been with this firm since January 1964. Before this, Derwood worked at QUASAR DISTRIBUTORS, LLC in Portland, ME and FIRST FUND DISTRIBUTORS, INC. in Phoenix, AZ. Derwood is registered to provide investment advice in Virginia.

Firm Information

Derwood Chase is currently registered with Chase Investment Counsel Corp.. Chase Investment Counsel Corp. is a registered investment advisor headquartered in Charlottesville, Virginia. The firm provides financial planning, portfolio management for individuals, businesses, and investment companies, and consulting services. Chase Investment Counsel Corp. manages approximately $354,779,952 in regulatory assets under management for 110 clients, including high-net-worth individuals, corporations, and charitable organizations.
Chase Investment Counsel Corp.

350 OLD IVY WAY, SUITE 100

CHARLOTTESVILLE, VA 22903-4897

$354.78M

Assets Under Management

6

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percent of consulting, flat fee for financial planning

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Derwood Chase’s Registration & Firm History

VA

02/23/1988 - Present

Chase Investment Counsel Corp. (CHARLOTTESVILLE VA)

ME

10/04/2001 - 12/31/2009

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

AZ

03/18/1998 - 10/04/2001

FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)

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Licenses & Designations

BC

Issued 03/16/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/16/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Derwood Sumner Chase.
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