Products

Strategies and Funds

Longevity and Expertise

At Chartwell, our tenured Portfolio Management teams have low turnover and extensive industry experience. It’s about relationships and exceptional people working together for our clients.

Strategies and Funds

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).

Fixed Income

Learn More

Value Equity

Learn More

Large Cap Equity

Learn More

Growth Equity

Learn More

Our no-load mutual funds are broadly distributed for sale by Registered Investment Advisors, Financial Planners, and other investment intermediaries.

Chartwell Income Fund

(BERIX)

Learn More

Short Duration High Yield Fund

(CWFIX)

Learn More

Small Cap Value Fund

(CWSIX)

Learn More

Mid Cap Value Fund

(BERCX)

Learn More

Small Cap Growth Fund

(CWSGX)

Learn More

Fund Distributions

Learn More

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.