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Individual investing

The April 2016 acquisition of The Killen Group (“TKG”) by Chartwell, a $11.8 billion (as of 03.31.2024) 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.