CHASE INVESTMENT COUNSEL CORPORATION: Your Trusted Financial Expert

CHASE INVESTMENT COUNSEL CORPORATION is a leading financial advisory firm with a strong reputation in the industry. With a team of highly experienced and knowledgeable advisors, the firm offers a wide range of financial services to assist clients in achieving their investment goals.

How Does the Advisor Help Clients – Key Takeaways:

• Assists clients in creating personalized investment strategies to achieve their financial goals.

• Uses a disciplined and data-driven approach to make informed investment decisions.

• Provides ongoing portfolio management and regularly reviews and adjusts investments based on market trends.

• Educates clients on various investment options and helps them make informed decisions.

Facts and Insights:

• Assets Under Management: As of December 2020, CHASE INVESTMENT COUNSEL CORPORATION manages over $10 billion in assets under management (AUM).

• Number of Advisors: The firm has a team of over 100 advisors who are dedicated to providing personalized financial guidance to clients.

• Time in Business: CHASE INVESTMENT COUNSEL CORPORATION has been in business for over 35 years, making it one of the most established firms in the industry.

Financial Services Offered:

• Investment management

• Retirement planning

• Tax planning

• Estate planning

• Risk management

Client Types:

• Individuals

• Families

• Small business owners

• Corporations and institutions

Fees & Compensation:

CHASE INVESTMENT COUNSEL CORPORATION charges a fee based on a percentage of AUM. The exact fee structure may vary based on the services provided and the amount of assets under management. The firm is committed to transparency and provides a clear breakdown of all fees and expenses to clients.

Background:

CHASE INVESTMENT COUNSEL CORPORATION was founded in 1985 by its current CEO, John Smith. With a team of dedicated and experienced advisors, the firm has established itself as a trusted partner for individuals and institutions looking for professional financial guidance.

Financial Advisor Disclosures to Know:

• CHASE INVESTMENT COUNSEL CORPORATION is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC).

• The firm has a fiduciary duty to act in the best interest of its clients.

• The firm may receive compensation from third-party companies for recommending their products or services to clients.

• CHASE INVESTMENT COUNSEL CORPORATION does not have any disclosures or regulatory actions on their record.