Why You Need Chartwell Partners
Unbiased and Independent Investment Advice
Deep Global Investment Experience
Focus on Building Global Portfolios
A note to future members
The Chartwell Advisor offers you something difficult if not impossible to find in today’s financial marketplace:
- common sense and
- independent, unbiased advice
The Chartwell Advisor is the global advisor arm of the investment firm, Chartwell Partners, Inc. We don’t sell stocks, mutual funds, insurance or annuities. We have no conflicts of interest and are therefore able to freely choose what’s best for our portfolios.
The last thing you need is a stockbroker offering you a hot tip or a financial newsletter throwing idea after idea at you. Chartwell Advisor’s model portfolios bring order and coherence to your portfolio so you can sleep at night knowing you have a strategy and a plan.
As head of Chartwell, I have nearly 20 years of experience in the global investment business. In London with BancBoston, in Tokyo, Hong Kong, New York and Sydney with an investment subsidiary of Northwestern Mutual, as an international economist with the U.S. Joint Economic Committee, as a member of the Executive Board of Directors of the Asian Development Bank in Manila, as a consultant to the U.S. Treasury, and as a private client advisor with a subsidiary of the Union Bank Of Switzerland (UBS). Financial.
I have taught international business at the University of Colorado, been a member of the U.S. National Committee on Pacific Economic Cooperation, authored a book on global investing, and was a Japanese Government Scholar at Keio University in Tokyo.
More importantly, I have the experience of being through the many cycles of investing: the crash of the U.S. market in 1987, the 2001-2002 bear market when the S&P 500 index fell 44%, the Asian crisis in 1997. I recognize the need to stay objective, to look for value throughout the world and at all costs avoid fads and trends.”
Our job is to sift through massive amounts of financial and political information and to organize, prioritize and to act on it to build successful global model portfolios.
While your present advisor is preoccupied with the next quarter, we spend some time thinking about the next quarter century.
Thank you for your time,
Carl T. Delfeld
President, Chartwell Partners, Inc.
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