Legal Notice

Terms of Use

This website is owned and operated by Chartwell Investment Partners (“Chartwell”). Chartwell will use reasonable efforts to include accurate and up-to-date information; however, Chartwell makes no presentations or warranties, express or implied, as to the information provided herein.

Investment Recommendations

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.  Past performance is no guarantee of future results.

The views expressed on this website were current as of the date indicated and are subject to change.

Privacy Policy

When you become a client of Chartwell, you entrust us with not only your investments but your personal and financial data as well. In managing your account, Chartwell obtains certain nonpublic personal information about you. Chartwell keeps this information confidential and safeguards it from being improperly disclosed.  Chartwell only uses and discloses this information to the extent necessary to provide services to you or as otherwise permitted by law.  This policy applies to existing and former clients of Chartwell.

Information Collected and Disclosed.  This Privacy Policy relates to nonpublic personal information that is personal to you and possibly your family and generally includes:

• Your name, address and telephone numbers;
• Your employment information, including your salary and benefits;
• Information relating to your financial situation, including your income and assets, liabilities and debts; and
• Information about your account assets and transactions, brokerage and custody arrangements for your account.

 

Chartwell only discloses this nonpublic personal information about you to those persons that provide necessary services to your account or as permitted by law or authorized by you.

Safeguarding Your Information.  Chartwell restricts access to nonpublic personal information about you only to those persons who need it to provide services to you or who are permitted by law to receive it.  Chartwell maintains physical, electronic and procedural safeguards to protect the confidentiality of all nonpublic information Chartwell has about you.

If you have any questions regarding this Policy, please contact us at 610-296-1400.

Research

Quality

Consistency

The content on this site is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Chartwell Investment Partners. Any securities identified in any site content, do not represent all of the securities purchased, sold or recommended for advisory clients. For a full list of recommendations made in the preceding year or a copy of our Form ADV Part 2 for more information on the strategies offered by Chartwell and the investment risks associated with each strategy, send an email to: [email protected]. All investing is subject to risk, including the possible loss of money you invest. Past performance is no guarantee of future results.

Chartwell Investment Partners is a SEC Registered Investment Adviser. Chartwell Investment Partners provides investment advice with respect to equity and fixed income securities for a variety of clients, including institutional accounts and registered investment companies.