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:

Shareholder Services
8:30 AM – 5:30 PM (EASTERN TIME)

Financial Advisors

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.
235 W. Galena Street
Milwaukee, WI 53212

Investment Advisor:
Chartwell Investment Partners, LLC
1205 Westlakes Drive, Suite 100
Berwyn, PA 19312

Contact Us

  • This field is for validation purposes and should be left unchanged.


Funds Snapshot

As of the close of trading March 23, 2017

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

You are about to leave The Berwyn Funds’ website. 

This is not an investment recommendation or a solicitation to become a client of Chartwell Investment Partners, LLC.

By accepting you will be leaving the Berwyn Funds website. Berwyn Funds are distributed by IMST Distributors, LLC. 
IMST Distributors, LLC is a FINRA registered broker-dealer.

Accept Cancel