At Chevy Chase Trust, we’re more than just financial experts — we’re your dedicated advocates, committed to crafting strategies that reflect and inform your unique financial journey. The full breadth of our firm’s expertise is at your disposal, and you should feel confident that every member of our team is working to ensure your success.
Our process starts with meaningful, face-to-face conversations with your personal team of professionals. Leveraging insights from leading economists, portfolio managers, financial planners and specialists, we design strategies tailored to you — built around your goals, risk tolerance and timeline.
Custom Strategies to
Unlock Your Potential
Our investment approach is built on a unique four-step process that is designed to manage risk while driving sustainable long-term growth. Our team of experts works together to choose stocks, bonds and other investments that align with your specific goals, building a high-quality, well-balanced portfolio. Everything we do is designed to pursue the potential in your investment portfolio.
Personalized Wealth
Management, Expert Guidance
We go beyond traditional wealth management by offering bespoke, comprehensive strategies that reflect the complexity of your financial situation. With direct access to a team of relationship managers, financial and estate planners and trust professionals, you’re supported by a network of experts dedicated to protecting and growing your wealth.
Trusted Fiduciary Partner
for Today and Tomorrow
We build enduring relationships built on trust. In our role as executor or trustee, we oversee diverse assets while fostering deep connections with clients and beneficiaries. Working under the most demanding fiduciary standard, our approach operates on a continuum where investment management and fiduciary services play a role today and create a legacy for generations to come.
Committed to Institutional
Growth & Success
We are dedicated to the mission and goals of our institutional clients. For more than 25 years, we have partnered with institutions and their worldwide consultants and advisors to deliver investment returns that help achieve their goals.
