Chevy Chase Trust is the preeminent investment advisor/corporate
fiduciary in the Washington, D.C. metropolitan area.
With over $2.3 billion in managed assets, over $14 billion
in total assets, and 50 professionals averaging over 19 years
of experience, Chevy Chase Trust specializes in investment
management and financial planning for wealthy individuals, and
also serves as an investment manager for institutions.
Affiliated with Chevy Chase Bank, one of the Washington,
D.C. area’s strongest financial institutions, our experienced team
takes pride in our integrity, professionalism, and service.
We know that even wealthy people worry about their finances. They want to understand their complete financial picture and make smart decisions - maintaining their lifestyles and weathering the unexpected.
So our goal is to provide personal wealth security - a thoughtful investment management approach that begins with understanding your story and ends with your financial peace of mind.
We know that even wealthy people worry about their finances. They want to understand their complete financial picture and make smart decisions - maintaining their lifestyles and weathering the unexpected.
So our goal is to provide personal wealth security - a thoughtful investment management approach that begins with understanding your story and ends with your financial peace of mind.