Invest in potential,
not paradigms.

Modern portfolio management is flawed by style box strategies seeking
to diminish risk through over-diversification. See what can happen when we
quietly, confidently look beyond the benchmarks. Learn more »

Invest in concepts,
not conventions.

We believe that long-term trends not benchmarks, boxes or borders
should drive investment decisions. Learn why this is more than just a
good idea. Learn more »

Invest in people,
not profits.

We've created a culture that values service over products, long-term
goals over short-term quotas and your success over everything else.
Meet the people who work for you »

Different by Design

Finding trends. Looking beyond the expected. Pursuing potential. This
is investing the way it was always intended. So why aren’t more firms doing it?

DISCOVER OUR APPROACH  

your Experience Matters

Everything we do is focused on your success—as only you define it.

Investment Management
Planning & Fiduciary Services

Great Minds aren't Alike

Good ideas can come from anywhere. The key is finding the
right thinkers.

Leadership
Team Directory

 

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5/17/2012 | Chevy Chase Trust Supports Its Bethesda Neighbor–Round House Theatre

5/14/2012 | Women & Wine VI Raises Funds for Lombardi Cancer Center

5/11/2012 | Chevy Chase Trust Supports Catholic Charities

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