Building and Preserving Wealth
through prudent investing & calculated risk
Leaving a Legacy
for future generations
and enjoying every minute
with the ones we love
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 common stocks.
Proven and effective
Over the years Chartwell Fund has developed a proprietary trading strategy and tactical plan for trading Put and Call 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 Long Term capital gain that a partner’s underlying equities are earning, and those dividends are not subject to the Fund’s quarterly commission.
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 annually to cover tax documentation preparation, investment research fees, marketing expenses, 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.
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.
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 Long Term capital gains and dividend income from assets you share in the Fund while also generating incremental cash income.
What are the qualifications?
Chartwell Fund is ideally suited for Qualified Investors who have substantial positions in common stocks and who have a risk tolerance to generate additional earnings off of these holdings.
of Stocks & Options
$2MM+ Net Worth
Minimum Assigned Equities
How can I join?
Join the Chartwell Fund in three easy steps!
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
Musings by Jim Gulley
307 Fazio Dr
Oxford MS 38655