Please be advised, our on-line shareholder account access has been temporarily disabled. We are working with our new transfer agent to re-establish a secure account access portal. In the interim, all share and account balance inquiries can be obtained by calling Shareholder Services at 1-888-995-5505. We apologize for any inconvenience and appreciate your patience during this transition.
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)
The Berwyn Funds
PO Box 2175
Milwaukee, WI 53201-2175
(for Overnight Express)
Berwyn Funds C/O UMB Fund Services, Inc.
235 W. Galena Street
Milwaukee, WI 53212
Chartwell Investment Partners, LLC
1189 Lancaster Ave.
Berwyn, PA 19312
As of the close of trading July 26, 2016
Our seasoned investment professionals take the long-term view and put our shareholders first.Learn More
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IMST Distributors, LLC is a FINRA registered broker-dealer.