Why You Need Chartwell Partners
Unbiased and Independent Investment Advice
Deep Global Investment Experience
Focus on Building Global Portfolios
As head of ChartwellETF.com.com, 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 UBS Paine Webber.
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.”
I'll sift through massive amounts of financial and political information to organize, prioritize and to act on it to help you 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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