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?

1205 Westlakes Drive Suite 100 Berwyn, PA 19312
T: 610.296.1400

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.