Successful investing is predicated not on following today’s newspaper headlines, but on establishing and maintaining a disciplined approach based upon realistic long-term objectives.  Our goal is to ensure that our clients’ relationship with The Berwyn Funds proves to be one of lasting benefit.  We value your business and appreciate the opportunity to be of assistance to you in achieving your financial goals.

For information, or to learn how you can invest in any of the Berwyn Funds, please see information below:

8:30 AM – 5:30 PM (EASTERN TIME)

Mailing Address:
The Berwyn Funds 
PO Box 2175
Milwaukee, WI 53201-2175

Street Address:
(for Overnight Express)
Berwyn Funds C/O UMB Fund Services, Inc
803 W Michigan Street
Milwaukee, WI 53233

Investment Advisor:
Chartwell Investment Partners, Inc.
1189 Lancaster Ave.
Berwyn, PA 19312

Contact Us

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Funds Snapshot

As of the close of trading May 3, 2016

Berwyn Fund




Berwyn Income Fund




Berwyn Cornerstone Fund




Meet our team

Meet our team

Our seasoned investment professionals take the long-term view and put our shareholders first.

Learn More

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Ultimus Fund Distributors, LLC is a FINRA registered broker-dealer.

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