Firm Overview
Where experience meets intent
A Unique Approach
Chartwell Investment Partners manages active equity, fixed income, and balanced strategies for institutional and advisory clients via separate accounts, sub-advisory relationships, and mutual funds. Our Portfolio Managers and Analysts believe in the importance of intensive bottom-up research and evaluate each company on the basis of its fundamental characteristics.
Our four investment teams take a unique approach to portfolio construction which results in a wide range of solutions-based investment strategies. This successful approach has helped us build deep relationships with our clients, consultants, and distribution partners for over a quarter of a century.
To learn more about Chartwell, please click here.
Strategic and Measured Growth
Chartwell Investment Partners was formed in 1997 with the goal of providing exceptional client service, a disciplined, consistent investment process, and a culture of openness and transparency to our clients who entrust us to manage their assets. Find out more about our history below.
Chartwell Investment Partners Founded in Berwyn, Pennsylvania.
Chartwell Investment Partners Launches its Small Cap Value Fund.
Listed as Top 25 Money Manager in the Philadelphia Business Journal.
Chartwell Investment Partners becomes a subsidiary of TriState Capital Bank.
Chartwell Investment Partners Launches its High Yield Short Duration BB Fund.
Finalist for the 11th Annual SMA Manager of the Year Award.
Acquisition of the Killen Group.
Acquisition of Columbia Partners Investment Management’s Large Cap Equity and Fixed Income business.
Chartwell became a signatory to the UN Principles for Responsible Investment (UN PRI).
Chartwell Investment Partners becomes an affiliate of Raymond James Investment Management.
Culture
Over the course of our 20+ year history, Chartwell’s philosophy has been to cultivate an environment of diversity, equality, and inclusion. In our commitment to serving our clients and stakeholders, we understand that we have an ethical responsibility to promote a collaborative environment of equity, fairness, and respect. We believe that attracting and retaining employees who come from a wide range of backgrounds and have different thoughts, opinions, and life experiences, plays a critical role in successfully serving our clients through an objective lens. Our goal is to ensure that Chartwell, as a workplace, creates an equitable and inclusive environment in which our employees feel understood, connected to our culture, and supported in pursuing their own individual goals. Please click here for our DEI Policy.
Chartwell has partnered with Cristo Rey Philadelphia High School. For more information about this partnership, please click here.
Conviction
We believe that actively managed strategies with high conviction and lower turnover will generate a consistent pattern of portfolio returns over the long term. Our Portfolio Managers take a long-term perspective with their investments, maintain focused portfolios, and strive for increased active share of their holdings to deliver investment performance. Our investment strategies reflect the highest conviction ideas of our Portfolio Managers.
Stability
Similar to the companies we invest in, we believe that experienced and tenured management teams are a foundation for success. At Chartwell, our tenured Portfolio Management teams have low turnover and extensive industry experience.