INDIVIDUALLY MANAGED ACCOUNTS

Individual investing

Documents & Literature – IMAP

IMAP Current Outlook and Strategy – Q3 2024

The April 2016 acquisition of The Killen Group (“TKG”) by Chartwell, a $12.3 billion (as of 09.30.2024) investment management firm in the market for nearly a quarter of a century, has augmented the resources and capabilities of our firm to successfully serve the needs of affluent investors.

Since the acquisition, Chartwell has obtained over 45+ years of managed account experience in creating and preserving financial wealth for clients. Our disciplined, consistent approach to managing clients’ wealth, “growth through value,” has never been more pertinent to investors seeking capital appreciation while being mindful of preserving and protecting their wealth during adverse investment climates.

We provide our clients with a diversified approach, giving specific consideration to portfolio concentration, investment goals and suitability, risk tolerance, income requirements, and specific tax situations. Since each client’s situation is unique, we also work with client advisors, trustees, attorneys, and accountants to have a full understanding of the bigger picture.

To receive more information, please contact us.

*Chartwell’s Individually Managed Account Program minimum is $250,000.

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.

NOTICE

Chartwell Investment Partners has prepared the attached fact sheet you are about to view for illustrative purposes only. Information contained herein is believed to be accurate but cannot be guaranteed. Opinions represented are not intended as an offer or solicitation with respect to the purchase or sale of any security and are subject to change without notice. This fact sheet describes an investment mandate generally utilized for separately managed investment portfolios with certain asset levels. For information on investment vehicles available for institutional portfolios with assets of $5,000,000 or more visit our investment strategies web pages. For individuals seeking separately managed portfolios of $250,000 or more, visit our Individual Investing web page. And for retail investments of $1,000 or more, visit our Mutual Funds web pages.

This publication has been prepared without taking into account your objectives, financial situation or needs. Before acting on this information, you should consider its appropriateness having regard to your objectives, financial situation or needs. Individual investors and institutional investors may have different investment horizons, liquidity needs and risk tolerances. In addition, fees that may be incurred by an investor in any of the funds sponsored by Chartwell Investment Partners may be different than fees incurred by an institutional portfolio investing in similar assets of those in which the funds invest.

You acknowledge and agree that Chartwell Investment Partners does not assume any duties, obligations, or liabilities to you in connection with this fact sheet or your access to or examination of it. You hereby release and agree not to make a claim against, collectively or individually, Chartwell Investment Partners or its present, future, or former partners, directors, employees or agents (collectively referred to as Chartwell Investment Partners) or its affiliates, for any matter in any manner.

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