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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7501 Wisconsin Avenue
Suite 1500 West
Bethesda, Maryland 20814, US
Chevy Chase Trust reposted this
#ICYMI, we have released our #InvestmentUpdate for the second quarter of 2024 where we explore the excitement around #AI and examine other not so “hot” areas such as Europe and global commodities. Given our #GlobalThematic approach, we remain vigilant to developments in the macroeconomy and capital markets especially given geopolitical risks. Read more. https://brnw.ch/21wLXeB
Chevy Chase Trust is hiring! Click on the link below to view the job description and apply today.
#ICYMI, we have released our #InvestmentUpdate for the second quarter of 2024 where we explore the excitement around #AI and examine other not so “hot” areas such as Europe and global commodities. Given our #GlobalThematic approach, we remain vigilant to developments in the macroeconomy and capital markets especially given geopolitical risks. Read more. https://brnw.ch/21wLXeB
The first half of 2024 saw strong equity index returns albeit in concentrated areas. Our Q2 #InvestmentUpdate provides our outlook as we take a critical look at the excitement surrounding #AI and its possible impact on future returns as well as opportunities for investments abroad and in areas that have seen more modest investor interest. Learn more in the latest update: https://brnw.ch/21wLXeo
Our quarterly #InvestmentUpdate provides an in-depth analysis of the quarter’s economic conditions and outlook, exploring opportunities and taking a critical look at the euphoria around #ArtificialIntelligence. Companies like Nvidia have seen unprecedented growth, generating revenue that’s dwarfed previous expectations. Can it last? Explore our analysis of the possible #AI bubble and more in this Q2 #InvestmentUpdate. https://brnw.ch/21wLGqM
In a recent Q&A, Elizabeth Kearns, Managing Director and Co-head of our Planning Group, shared what sets our estate planning approach apart. Elizabeth describes how her team works closely with the financial planning team to understand each client’s full picture and support them in all aspects of estate planning. “Our detailed knowledge of each client’s finances coupled with our ability to walk them through various scenarios helps put them at ease with making these big decisions,” she explains. Learn more: https://brnw.ch/21wLGqJ
Listen now to the audio version of our quarterly #InvestmentUpdate. Dive into our examination of 2024’s second quarter as we evaluate economic conditions, the excitement behind #AI, pinpoint new opportunities and more. Available now on our site and wherever you listen to podcasts. https://brnw.ch/21wLBvI
Our unique approach to #GlobalThematicInvesting identifies powerful secular trends, ideas and innovations that are constantly reshaping the world. Find out more about how we’re pursuing potential and planning for your big picture. https://brnw.ch/21wLb8N
At #ChevyChaseTrust, our approach to investment management and planning provides comprehensive analyses, strategy and ongoing support. From the first conversation, we’re informing strategy to provide a uniquely suited plan for you and your family. Dive into our investment and estate planning offerings at: https://brnw.ch/21wLb8r
Tune in to CNBC’s #HalftimeReport today at 12 PM ET to hear our Chief Investment Officer, amy raskin, share her analysis on today’s financial markets.