Disciplined and consistent strategies for institutional and advisory clients

Offering active equity and fixed income strategies, our boutique investment management approach is focused on delivering consistent, risk-adjusted returns to our clients.

Since its founding in 1997, Chartwell has successfully grown into a 30+ person boutique investment management firm with approximately $12.3 billion of assets under management (as of 12/31/2024). Located in Berwyn, Pennsylvania, Chartwell is a wholly owned subsidiary of Raymond James Investment Management (a subsidiary of Raymond James Financial).

About Us

Commitment and expertise

Consistent investment performance comes from a consistent team. Similar to the companies we invest in, we believe that experienced management teams are a foundation for success. At Chartwell, our tenured portfolio management teams have low turnover and extensive industry experience.

Investing driven by conviction

We maintain a firmwide commitment to fundamental research. Our portfolio managers and analysts believe in the importance of intensive bottom-up analysis and evaluate each company on the basis of its fundamental characteristics.

For more than 25 years, we’ve remained laser-focused on our clients and shareholders.

Timothy Riddle, CFA^® – Co-Founder of Chartwell

Our strategies

Our active equity and fixed income portfolios are available to a variety of institutions, families, and individuals. Our investment offerings are accessible through Separate Accounts, Mutual Funds, Collective Investment Trusts (CITs), and Commingled Trust Funds (CTFs).

Strategies

How can we help you succeed?

Institutional Investor

The material and information contained within this Website are not meant as investment advice and should not be construed as a recommendation; or an offer to buy or sell; or the solicitation of an offer to buy or sell any security, financial product, or instrument; or to participate in any particular trading strategy. This site is solely intended for use by institutional investors and institutional-investment industry consultants. If you do not qualify as an institutional investor, the material shown on this site, which may include investment advisory fees, composite performance, and separately managed account information, may not be relevant. The information does not constitute an offer to sell any securities in any jurisdiction in which such distribution is not authorized or where they are not available for distribution in the jurisdiction for the reader. If you have accessed this Website from another site, ClariVest Asset Management LLC is not responsible for the accuracy of information contained within the sites of other providers. ClariVest Asset Management LLC cannot guarantee the accuracy or completeness of any statements or data contained on this site. Past performance is not a guarantee of future results. Future returns are not guaranteed, and a loss of principal may occur. The performance shown may differ from other types of investment products due to differing rates of fees and expenses applicable to each product. Investors should not rely solely on the information contained in the Website. The information is current at the date of publication, but is subject to change without notification. All copyright, intellectual, and other property in the information contained in the Website is held by Chartwell Investment Partners. By proceeding into this Website, you acknowledge that you are legally entitled to view this website.

I have read the information above, agree to its contents, and confirm that I am an Institutional Investor.