Our no-load equity and fixed income mutual funds are broadly distributed by Registered Investment Advisors, Financial Planner ... s, and other investment intermediaries. Our investment management approach is focused on delivering consistent, risk-adjusted returns to our clients. While the funds are no-load, management and other expenses still apply. Please refer to the prospectus for further details. The Chartwell Funds are managed by Chartwell Investment Partners, a 50+ person, boutique investment management firm with approximately $11.5 billion of assets under management as of 06/30/2021. Located in Berwyn, Pennsylvania, Chartwell is a wholly-owned subsidiary of TriState Capital Holdings, Inc., a publicly traded bank holding company based in Pittsburgh, Pennsylvania, since 2014. To explore more information about the Chartwell funds visit https://chartwellip.com/strategies-funds/#mutual-funds Mutual fund investing involves risk; Principal loss is possible. An investor should consider the investment objectives, risks, charges, and expenses carefully before investing. The fund’s prospectus contains this and other information, and can be obtained by calling toll free (888) 995-5505 or visiting www.chartwellip.com/fund-documents. Read the summary or statutory prospectus carefully before investing. Chartwell Investment Partners, LLC is the investment adviser to the Chartwell Funds. Distributed by Foreside Fund Services, LLC. Wholesaling and marketing efforts are provided by, among others, Chartwell TSC Securities Corp., an affiliate broker dealer, member FINRA. Chartwell Investment Partners, LLC and Chartwell TSC Securities Corp. are both wholly owned subsidiaries of TriState Capital Holdings, Inc. Transfer Agent: Ultimus Fund Solutions, LLC P.O. Box 46707 Cincinnati, OH 45246 read more