Thematic investing weaves insights into investments.

Since 1999, Chevy Chase Trust has provided financial and investment management, tailored to each individual client. With offices in Bethesda, Maryland and Tysons, Virginia, our independent and privately owned firm offers innovative wealth strategies designed to meet your financial needs.

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Our Approach

Customized Wealth Strategies
to Meet Your Goals

We go beyond traditional portfolio management to unlock your true financial potential. Our unique approach is rooted in deep expertise, creative problem-solving and a commitment to fully personalized strategies. Every portfolio is crafted to your specific goals and needs. No two clients are alike. Neither are the solutions we offer.

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Investing in Themes

Identifying Tomorrow’s
Transformative Ideas Today

We invest in the powerful secular trends, disruptive ideas, innovations and economic forces that are reshaping the world. From groundbreaking technologies to shifting market forces, we build portfolios positioned to capitalize on these transformational changes while avoiding companies at risk of disruption.

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What We Do

A Team of Specialists
Committed to Your Success

We provide you with direct access to your own team of dedicated experts, each focused on a boutique experience and a consistent approach. Whether you need sophisticated investment strategies, financial and estate planning or trust services, our professionals work as one team to meet your evolving financial priorities.

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At a Glance

Over $38 Billion
in assets under management
Serving more than 1,400
families and institutions in 45 states and 9 countries
More than 97%
client retention rate over the last 10 years 1
More than 120
professionals
21
investment team members with an average of 21+ years of experience
Learn how our Global Thematic Investing approach differentiates us.
Listen to our Q1 investment report

Thematic investing weaves insights into investments.

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Amy Raskin
“At many investment management firms, clients wind up with a smorgasbord of styles and managers — and a portfolio that looks a lot like the overall market. Thematic Investing at Chevy Chase Trust is the antithesis of style box investing.”
Amy Raskin
Chief Investment Officer
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