Peter William Tuz

Employer firm

Chase Investment Counsel Corporation CRD 104648

$510M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1997 → Present
  Chase Investment Counsel Corp.
  Charlottesville, VA

Other Businesses

CHAIRMAN OF INVESTMENT COMMITTEE; OCTOBER 1, 2017 IS START DATE; 3 HOURS PER MONTH. RIPON COLLEGE, RIPON, WISCONSIN. THE BOARD OF TRUSTEES HELPS GOVERN THE COLLEGE AND THE INVESTMENT COMMITTEE SETS INVESTMENT POLICY FOR THE SCHOOLS ENDOWMENT AND OTHER FUNDS, WORKS WITH OUTSIDE CONSULTANT IN IMPLEMENTING POLICY, SELECTING MANAGERS, REVIEWING ACCOUNTS, ETC. CICC IS PRECLUDED FROM BUSINESS WITH THE SCHOOL AS LONG AS I AM A BOARD MEMBER. MEMBER OF COMMITTEE OF FARMINGTON COUNTRY CLUB CHARGED WITH REVIEWING BENEFIT PLANS FOR CLUB EMPLOYEES INCLUDING SELECTING MUTUAL FUNDS FOR EMPLOYEE RETIREMENT PROGRAMS. MARCH 2015 IS START DATE. APPROXIMATELY EIGHT HOURS PER YEAR. FARMINGTON COUNTRY CLUB, CHARLOTTESVILLE, VA. THE COMMITTEE SELECTS MUTUAL FUNDS IN A VARIETY OF ASSET CLASSES FROM A LIST PROVIDED BY OUTSIDE CONSULTANT. COMMITTEE ALSO REVIEWS FUNDS CURRENTLY HELD FOR PERFORMANCE AND GOVERNANCE ISSUES.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-09-25
• S63 Uniform Securities Agent State Law Examination
  1988-01-22

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Peter W Tuz