Chevy Chase Trust best serves
individuals and families in the Washington, D.C. area who are intent on securing their financial future.
Clients include:
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Professionals and business executives who ultimately will transition their source of income from
intellectual capital to investment capital.
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Business owners and entrepreneurs who want a diversified investment portfolio to complement their
concentrated assets.
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Individuals with accumulated wealth or with a liquidity event---such as an inheritance, divorce
settlement, stock option exercise, or sale of a business---who are seeking a sound, thoughtful approach
to their investments and planning.
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Research suggests that wealthy individuals have many different characteristics.
Although our performance record likely would be attractive to all investor types, we believe that our investment
and service philosophies make us best suited to help clients who share many of these traits:
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They want to ensure that they and their loved ones are well provided for over the long term and in all circumstances,
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They feel that a trusting relationship with their investment team is essential to their peace of mind
and ability to achieve their objectives,
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They want superior investment returns, but principal protection is just as important,
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They understand the value of expert help, and do not have the time or desire to invest for themselves,
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They favor a custom-tailored portfolio, rather than a one-size-fits-many program,
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They take comfort in knowing where they stand financially, today and relative to the future, and
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They appreciate a comprehensive wealth management team that can work well with their other professional advisors.
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Chevy Chase Trust strives to build and preserve portfolios over time in a
sensible and risk-averse fashion. We are not a good choice for those who are determined to maximize returns
as a trade-off for reasonable asset protection, who are always looking for the investment trend of the moment,
or who feel a need to be actively involved in the day-to-day management of their portfolios.
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