Due to choppiness in the last two weeks of September, the S&P 500 Index ended the third quarter roughly flat. Nonetheless, the Index has delivered a strong...
More than 38,000 firms were analyzed on a variety of core data points ranging from compliance records and years in the business to total accounts and assets under management.
Learn about Jeff Whitaker’s return to the DMV as President and CEO of Chevy Chase Trust, the challenges he’s faced, and the firm’s next big goals.
Read the Barron’s article about Chevy Chase Trust’s global thematic investing as the firm is named to Barron’s 2021 Top 100 RIA Firms list.
Our President & CEO, Jeff Whitaker, discussed what makes Chevy Chase Trust unique, the business model of the future, and his definition of success for the firm in a virtual panel discussion hosted by Columbia University School of Professional Studies.
At Chevy Chase Trust, we specialize in global thematic investing and planning. And it's working.
See our Women in Business on page 61 and learn about the roles women play at Chevy Chase Trust.
Chevy Chase Trust’s Head of Business Development weighs in on inflation and the massive liquidity fueling the financial markets.
Stock markets globally continued their spectacular post-pandemic rebound in the second quarter, as economic and earnings growth soared.
This year's Top Women Wealth Advisors list spotlights top advisors, including our own Deb Gandy.
Allow us to transport you on a virtual journey through five extraordinary French gardens and châteaux: Chenonceau, Versailles, the Petit Trianon, Malmaison and Villandry, guided by Dr. Page Knox.
How might an increase in the capital gains rate affect the financial markets? Hear Amy Raskin, Chief Investment Officer, examine the possible implications.
President Biden laid out his vision for The American Families Plan in his address to Congress. Learn more about the proposed changes.
Charitable Giving Strategies and Maintaining Your Well-Being During COVID-19
What differentiates Chevy Chase Trust’s approach to fixed income investing?
Thematic Investing doesn’t follow common Wall Street practice. And it has made all the difference.
Chevy Chase Trust has been honored with the Manager of the Decade designation and 5 and 6 star Top Gun ratings for its Global Thematic Equity strategy by Informa Financial Intelligence’s PSN manager database.
Congratulations to Deb Gandy, Managing Director, for making the Forbes 2021 list of Best-in-State Wealth Advisors in Maryland.
Hear what drew Jeff to Chevy Chase Trust and his thoughts on this exciting next chapter for the firm.
Chevy Chase Trust is featured as Marylands’s Best Financial Advisers in Washingtonian Magazine.
Details regarding the timing and availability of your Chevy Chase Trust account tax forms.
“I was drawn to Chevy Chase Trust because of its client-focused culture, its differentiated thematic investment approach, and its committed owner,” said Mr. Whitaker.
Hear about Dr. Modak’s rules to live by, vaccine updates, and much more.
In Real Assets Adviser, Amy Raskin, CIO, discusses molecular medicine and quantum computing.
Optimizing the client experience at Chevy Chase Trust is critical to what we do. Michael Gildenhorn discusses how our firm provides top-notch customer service for all of our clients.
“Investment Update” and "The 2020 Election in an Era of Unprecedented Disruption."
The logistics behind storing and distributing emerging COVID vaccines is an easily missed but crucial detail in the global medicine supply chain.
Amy Raskin, Chief Investment Officer, was a featured panelist on Pillsbury’s webinar on Thursday, September 24. The topic was “Where to from here? Capital markets, credit, and the economy as of September 24, 2020."
At Chevy Chase Trust, we specialize in global research and thematic investing informed by careful planning, and it's working. Barron's just named us to their 2020 list of Top 100 RIA Firms.
At Chevy Chase Trust, we help clients maintain and grow their long-term wealth. Meet Dan Serra, CFP® and Vice President.
With interest rates low, now may be a good time for transfer of wealth. Learn about some compelling options.
Chevy Chase Trust is proud to announce its top ranking in the 2020 edition of the Financial Times 300 Top Registered Investment Advisers.
At Chevy Chase Trust, Marc oversees the delivery of Chevy Chase Trust services to clients and coordinates with their legal, accounting and other third-party advisors.
World-class client service and the day to day client experience set Chevy Chase Trust apart from other Investment Advisory firms. Meet Jessica Frommer, Client Services Manager.
Listen to excerpts from a conversation with Amy Raskin on June 18, 2020.
Guest speakers include The Community Foundation of Greater Washington, Manna Food, Mary’s Center and Catholic Charities.
At Chevy Chase Trust, we specialize in global research and thematic investing informed by careful planning, and it's working. Barron's Top Financial Advisors recently ranked us among the highest in their Top 50 list.
Chevy Chase Trust’s Deb Gandy sat down with ABC7 news anchor Alison Starling to share some financial advice and a bit about Deb’s personal story.
The CARES Act offers a one-time opportunity to those age 70 ½ and older to forego their RMD for 2020. Susan Freed, CFP® answers questions about the important considerations involved in making this decision.
Chevy Chase Trust specializes in global thematic investing and careful planning. Look for us on the Washington Business Journal’s List of Largest Asset Managers.
Congratulations to Deborah (Deb) Gandy, Managing Director at Chevy Chase Trust, for making the Forbes 2020 list of top female wealth advisors.
Chevy Chase Trust shares ideas about how to maximize your giving strategy.
Andrew Marshall, Portfolio Manager and Research Analyst, discusses our thematic investing approach to the Health Care Revolution.
While deciding on the best way to save for college depends on your family’s unique situation, for many, the 529 plan offers the most flexibility and tax advantages.
Andrew Marshall, Equity Portfolio Manager and Macroeconomic Research Analyst, discusses our current thinking about one of our global themes.
Bobby Eubank, Research Analyst, discusses our current thinking about one of our global themes.
Anyone who has ever spent a frustrating few hours clothes shopping knows that one size doesn’t fit all. When it comes to retirement, many women, in particular, need a custom fit.
What are the advantages to thematic investing — as well as the pitfalls? Spencer Smith, head of institutional investments discusses these questions on the Real Assets Adviser ShopTalk podcast.
We are asked a lot of questions about when and how to speak to the next generation about wealth. So as food for thought, we are sharing the answers.
We receive a lot of questions about investing in individual bonds versus mutual funds, so as Food for Thought we are sharing the answers.
At Chevy Chase Trust, we specialize in global research and thematic investing informed by careful planning, and it's working. Forbes and RIA Channel recently ranked us among the highest in their Top 100 list, for 2 years running. Important Disclosures
Chevy Chase Trust, recently named #1 on the annual Forbes list of Top Wealth Managers, orients its entire research process around investing in global themes.