Chartwell Investment Partners

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1235 Westlakes Dr
Berwyn, PA 19312

Chartwell Investment Partners, based in Berwyn, Pennsylvania, is a boutique investment management firm with a focus on delivering consistent risk-adjusted returns through disciplined strategies for institutional and advisory clients. Founded in 1997, the firm has grown to manage approximately $12.8 billion in assets, emphasizing a commitment to fundamental research and experienced portfolio management teams.

The company's diverse investment offerings include active equity and fixed income strategies available through various structures such as Separate Accounts, Mutual Funds, and Commingled Trust Funds. With a foundation built on a conviction-driven approach, Chartwell's team prioritizes intensive bottom-up analysis to evaluate investment opportunities based on fundamental characteristics.

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United StatesPennsylvaniaBerwynChartwell Investment Partners