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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

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Value Equity

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Large Cap Equity

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Growth Equity

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While the Chartwell team will continue to serve as the sub-adviser and manage the Carillon Chartwell Family of Funds, the former Chartwell Funds have been reorganized into the Carillon Family of Funds. To learn more about the Carillon Funds, please click here.

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.