Chevy Chase Trust provides individuals, families and select institutions with an alternative to institutionalized money management.
An independent and privately owned investment management firm, Chevy Chase Trust pursues the greatest potential in each client’s wealth by applying our knowledge, experience and creativity to one client portfolio at a time. Our research and financial planning process is designed to deliver effective, diversified portfolios tailored to each client’s needs.
We offer clients customized advice with a personal touch. Clients receive direct access to a team of experts including relationship managers, portfolio managers, financial and estate planners and trust professionals.
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Industrie
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Investment Management
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Größe des Unternehmens
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51-200 Mitarbeiter
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Hauptsitz
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Bethesda, Maryland
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Typ
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In Privatbesitz
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Gegründet
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1999
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Spezialitäten
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Investment Management, Financial Planning, Estate Planning, IRA Rollovers, Philanthropy, Multi Family Office Services, Trust and Fiduciary Services, Custody, Tax-Exempt Securities, Tax Planning and Guidance, Global Thematic Investing, Wealth Management, Thematic Investing, Investing, and Markets