Orthodox portfolio management has become too complex. Investment advisors are slicing and dicing client portfolios into far too many asset classes. The same is true for individual investors. Large cap growth, mid cap value, small cap growth, international, real estate, etc. – where does it stop? For the past 70 years, the best investment vehicle has been the stock market. At Chartwell, we have made the conscious decision to focus on the changing market environment. Using selected mutual funds, individual stocks, and exchange-trades-funds (ETFs), portfolios are allocated for various degrees of risk and return.
Most investors are governed by two basic emotions: fear and greed. We eliminate all subjective investment decisions by using proven long-term disciplined strategies based upon tested computer programs. Thoroughly researched strategies allow us to provide disciplined programs for individual portfolio management.