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Chevy Chase Trust
At A Glance

  • Headquartered in the Washington DC area
  • More than $11 Billion of assets under management
  • Multi-generational private ownership
  • More than 70 professionals with an average of 20 years of experience
  • Nearly 100% employee and client retention rate 

 

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Before you invest, we invite you to buy in.

To appreciate our true value, investors must first understand the basic principles that separate Chevy Chase Trust from other investment management firms.

The good news: when you look at the methodology, the motivation and the promise upon which we’ve built our reputation, you should find the common thread is actually common sense. While that hardly sounds revolutionary, it’s exactly what makes Chevy Chase Trust so extraordinary. And we think you’ll agree.


Urbanization. The aging population. Global food demand. These are the kinds of things portfolio managers should be thinking about. Fortunately, thinking is what we do best. 

  

Financial security and an independent mindset mean we can avoid the pitfalls of institutionalized money management—and focus instead on achieving real returns for
each client. 

  

Simply put, Chevy Chase Trust is built to place clients—and client success—over everything else. It’s a commitment to performance that’s only possible in a culture that values broad concepts and inventive thinking.