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
Chevy Chase Trust
Investment Management
Bethesda, Maryland 6,381 followers
Chevy Chase Trust is an investment management firm specializing in global thematic investing and planning.
About us
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.
- Website
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http://www.chevychasetrust.com
External link for Chevy Chase Trust
- Industry
- Investment Management
- Company size
- 51-200 employees
- Headquarters
- Bethesda, Maryland
- Type
- Privately Held
- Founded
- 1999
- Specialties
- 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
Locations
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Primary
7501 Wisconsin Avenue
Suite 1500 West
Bethesda, Maryland 20814, US
Employees at Chevy Chase Trust
Updates
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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.
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Who should pay attention to the sunsetting of the Federal Estate Tax Exemption? Co-Head of Planning Group and Managing Director Elizabeth Kearns explains the exemption and its impending sunset at the end of 2025 in our latest webinar. Learn more about the implications of the exemption and what it could mean for you: https://lnkd.in/e5RRNEcb
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As #AI continues to generate excitement among investors, our Q2 #InvestmentUpdate explores whether this may be the time to trim AI-related positions. While equity markets had a solid second quarter, market returns remained narrowly concentrated. Our team remains vigilant, adjusting client portfolios while being tax sensitive. We continue to see exciting opportunities globally. Listen now to the full update and learn more about how we’re maximizing potential with our #GlobalThematicInvesting approach. https://brnw.ch/21wLfjH
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To appreciate the unique value of #ChevyChaseTrust, you first need to understand what separates us from other investment management firms. We invite you to learn more about how we are investing in themes, examining long-term potential of secular trends, pursuing potential and yielding an uncommon result. Simply put, we place clients — and client success —above everything else. https://brnw.ch/21wJxGf
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At Chevy Chase Trust, our service teams work together to create an integrated experience. “When a client invests with us, the entire company is at their disposal,” says Chief Fiduciary Officer Jeannette Owen Roegge. “The fiduciary services team works very closely with the estate planning team, the financial planning team, relationship managers and portfolio managers.” Learn more about our talented team and what sets #ChevyChaseTrust apart at: https://brnw.ch/21wJxG3
Interview | Jeannette Owen Roegge | Chief Fiduciary Officer
https://www.chevychasetrust.com
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First and foremost, Chevy Chase Trust is an investment management firm. With the resources and experience of an entire firm at your disposal, every member of our team works to ensure your success. Our unique, research-driven #GlobalThematicInvesting approach is what sets us apart, working to capitalize on powerful trends and disruptive ideas. We invite you to delve into the details of our strategy and learn more about #ChevyChaseTrust. https://brnw.ch/21wJxFk
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Our team at #ChevyChaseTrust always works to ensure clients have a personalized and in-depth financial road map. Senior Managing Director Laly Kassa and Managing Director Elizabeth Kearns co-head our Planning Group, sharing responsibility for the strategic direction and delivery of financial and estate planning services. As the sunsetting of the current federal estate tax exemption looms, the two spoke in a recent webinar about its potential impact and what clients can do to prepare. Learn more: https://brnw.ch/21wKP2e
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Our team of experts sees the big picture, working together to guide clients through a comprehensive process to produce a detailed plan. The result informs decisions about every facet of your present financial life and beyond. Learn more about our financial planning strategy at: https://brnw.ch/21wKCkt
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Chevy Chase Trust was proud to sponsor a home build for Habitat for Humanity on Thursday, May 30, in Silver Spring. Ten CCT volunteers dedicated their day to framing, building fences, and constructing walls for three houses that will eventually become homes for first-time homeowners from low-income families. A big thank you to our colleagues for giving back to the community. The participants were: Cindy Torres Daniel Kuhnlein Kevin Kappeler Emily Olusanya Jeffrey Dillman Jeannette Owen Roegge Nina Blanchard Rachel Dibert Justin Brandt
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