Chartwell Consulting is an independent investment management consulting firm offering its services to corporate retirement plans, endowments, not-for-profit institutions, and family offices. Chartwell is registered as a non-discretionary investment advisor with the SEC and is not affiliated with any money manager, custodian, recordkeeper, or brokerage entity.

Chartwell benefits from each of its principals having more than fifteen years of consulting and investment experience. Together with our investment and performance measurement professionals, we provide our clients the perspective, insight, and information they need, and deliver it with the high energy and service levels characteristic of an entrepreneurial organization.

Chartwell’s philosophy:

• We strive to provide thorough and customized evaluations of our clients’ issues, delivered in a manner that is focused and clear;
  
• We use our independence to avoid all conflicts of interest that could potentially undermine any client benefits;
  
• We are in a relationship business—we do not compromise the quality of our service or our advice;
  
• We charge competitive fees that reflect the experience and expertise delivered.
  

As you navigate through our site, we hope you enjoy the many quotes from Sir Winston Churchill. Those of you who have an interest in history may recognize the connection: Chartwell was the name of Churchill’s home in Kent, England.

Through this website we would like to introduce you to our professional services and staff, share our research and links to other websites you may find helpful, and encourage you to contact us regarding your asset management consulting needs.

We look forward to hearing from you.