Services Overview

Asset management consulting is the only service Chartwell provides to clients. Our service goal is to help our clients to develop and implement successful fund management practices and strategies. To accomplish this goal, we support our clients with a full range of institutional investment services. 

• Investment Policy Formulation/Review
• Asset Allocation and Asset/Liability Strategies
• Historical Performance Evaluation (Managers and Funds)
• Investment Manager/Fund Selection
• Ongoing Performance Evaluation and Analysis
• 401(k) Plan Consulting
• Continuing Trustee Education

In addition to the traditional asset management consulting projects, many of our clients rely on Chartwell for related financial consulting projects. 

Including:  

• Evaluation of gift annuity program structures for endowments and foundations
• Review and analysis of spending policies
• Debt capacity analysis
• Evaluation of capital funding alternatives
• Custodian searches