Continuing Trustee Education


The majority of Chartwell’s clients would describe us as extensions of their financial staff or investment/finance committees. When dealing with mid-sized plans and funds, finance departments or investment staffs tend to be small and committees meet too infrequently. They rely on their consultants as “part-time” staff. Our clients rely on Chartwell to provide them with the investment expertise they may lack, or do not have the time to fully address internally. Serving as an extension to staff and a sounding board is a position with which we have a great deal of experience.

Some clients request our assistance in “training” their financial staff or committees in specific investment related areas. These include, but are not limited to:

  • Asset allocation
  • Risk/Return Analysis
  • Specific Investment Products (i.e, TIPS, global fixed income)
  • Rebalancing Techniques