WE SEE A WORLD THAT OTHERS DO NOT

AND FIND OPPORTUNITY BEFORE OTHERS DO
SEE WHAT WE SEE

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.

Identifying Tomorrow’s
Transformative Ideas Today

We identify secular trends that stem from economic, demographic and technological changes that are powerful enough to influence corporate performance across multiple industries. We seek exposure to these tailwinds and the long-term capital appreciation they can provide.

Explore Our Themes

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.

Learn About What We Do

Out of more than 15,000 SEC registered investment advisors in the U.S., Chevy Chase Trust has been recognized as one of the top firms in the industry.

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At a Glance

Over $47 Billion

in assets under management

Serving more than 1,255

families & institutions in 47 states and 10 countries

More than 97%

client retention rate over the last 10 years ¹

More than 130

professionals

investment team members with an average of 23+ years of experience

Learn how our Global Thematic Investing approach differentiates us.

Listen to our Q2 Investment Update

Thematic investing weaves insights into investments.

“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

Meet Our Team

WE SEE A WORLD THAT OTHERS DO NOT AND FIND OPPORTUNITY BEFORE OTHERS DOSEE WHAT WE SEE

Customized Wealth Strategies to Meet Your Goals

Identifying Tomorrow’s Transformative Ideas Today

A Team of Specialists Committed to Your Success