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 UsOur 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).
IMPORTANT INFORMATION: The information provided on this website is for informational purposes only, is of a general nature, and should not be construed as investment advice or to provide any investment, tax, financial, or legal advice or service to any person. Decisions based on the information contained on the website are the sole responsibility of the visitor, and the visitor agrees to hold Chartwell harmless against any claims arising from those decisions. The views expressed represent the opinions of Chartwell and are not intended as a forecast, a guarantee of future results, investment recommendation, or an offer to buy or sell any securities. All investing is subject to risk, including the possible loss of money you invest. Past performance is no guarantee of future results.
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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.
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