(404) 304-1722

Building and Preserving Wealth

through prudent investing & calculated risk

Leaving a Legacy

for future generations

Experiencing Life

and enjoying every minute

Celebrating Milestones

with the ones we love

Giving Generously

to bless others

Daring to Dream

a bigger dream

Interested in making your investments work harder?

Consider joining Chartwell Fund.

Chartwell Fund is a closed-end, no-load hedge fund operating as an investment partnership. Our mission is to generate incremental yield for passive, accredited investors, who have a tolerance for risk, and who hold positions in broad market index funds or sector ETFs.

Our Strategy

Proven and effective

Over the years Chartwell Fund has developed a proprietary trading strategy and tactical plan for trading Put Options that is designed to deliver an incremental 5-8% annual cash yield to our partners. This incremental yield is over and above any dividend income and capital gain that a partner’s underlying equities are earning, and those dividends are not subject to the Fund’s quarterly commission.

The Cost

No load, no hidden fees

Most hedge funds charge 1-2% of invested assets at the beginning of the year plus a hefty percentage of any capital gains that accrue. Chartwell Fund only charges the SEC 12B-1 operating fee of 0.25% of assets to cover tax document preparation and regulatory filings. The Fund earns a quarterly commission only on the trading profits generated and any operating expenses that exceed the 12B-1 limit are paid out of the Fund’s commission.  Brokerage transaction fees and margin interest expenses, however, are paid by the partnership as a whole.

The Risk

Markets are volatile

  • Past performance is not a guarantee for future performance.
  • The stock market is unpredictable, particularly in the short term.
  • Put Options will accentuate an investor’s losses in a market that experiences a sharp and sudden downturn.
  • A partner cannot add or withdraw assets until the close of each calendar quarter.

The Reward

5-8% annual cash yield

This incremental yield is over and above any dividend income that a partner’s underlying equities are paying, and those dividends are not subject to the Fund’s quarterly commission. Chartwell Fund allows you to fully realize the capital gains and dividend income from assets you already own while also generating incremental cash income.

What are the qualifications?

Chartwell Fund is ideally suited for Qualified Investors who have substantial positions in a broad market ETF (i.e. S&P 500, Utility Index, etc) and who have a risk tolerance to generate additional earnings off of these holdings. 

Requirements:

Knowledge

of Stocks & Options

$2MM+ Net Worth

or

$200K+ AGI

Z

$500K+

Minimum Assigned Equities

Meet Jim Gulley

General Partner

A seasoned professional with over 20 years of experience. 

How can I join?

Join the Chartwell Fund in three easy steps!

Step 1: Contact Us

For more information, or to confirm your qualifications, please call (404) 304-1722 or email jim@chartwellfund.com

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Step 2: Apply

Applying only takes a few minutes! Sign up today and start building your wealth.

Step 3: Reap

Start reaping the reward! Earn 5-8% extra cash annually and enjoy doing what you love.

Next enrollment window:

March 30 – 31

Apply now and take advantage of our next enrollment window:

March 30 – 31

Contact Us

 

Phone

(404) 304-1722

Address

307 Fazio Dr
Oxford MS 38655