Chevy Chase Trust

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  • Our Firm
    • Our Approach
      • Investing in Themes
      • Pursuing Potential
      • An Uncommon Result
    • People
      • Team
      • Senior Management
      • Board of Directors
  • What We Do
    • Investment Management
      • Equity
      • Fixed Income
      • Risk Management
      • Institutional Investing
    • Planning & Fiduciary Services
      • Financial Planning
      • Estate Planning
      • Fiduciary Services
      • Family Wealth Services
    • Institutional Investing
  • News
  • Contact
  • Wealth Access Login

Regulatory Disclosure Documents

The following key documents provide essential information about our services, policies, and regulatory compliance.
  • Form CRS – Form ADV Part 3 
  • Brochure – Form ADV Part 2A
  • Brochure Supplements – Form ADV Part 2B 
  • Chevy Chase Trust Company SMA 408(b)(2)
  • Website Privacy Policy
  • Client Privacy Policy

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Contact Us
Chevy Chase Trust

7501 Wisconsin Avenue, Suite 1500W
Bethesda, Maryland 20814

240.497.5000

8201 Greensboro Drive, Suite 450
McLean, Virginia 22102

571.622.1200
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