Really bad customer service. Save yourself time and hassle: INVEST ELSEWHERE.
Chartwell Investment Partners
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Chartwell Investment Partners, founded in 1997, is a boutique investment management firm located in Berwyn, Pennsylvania, specializing in active equity and fixed income strategies. As a wholly owned subsidiary of Raymond James Investment Management, Chartwell manages approximately $12.3 billion in assets, focusing on delivering consistent risk-adjusted returns for institutional and advisory clients.
The firm prides itself on its disciplined investment approach, driven by experienced portfolio management teams dedicated to fundamental research and intensive analysis. With a commitment to serving clients effectively, Chartwell offers a diverse range of investment strategies accessible through various account types, including Separate Accounts and Mutual Funds.
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