New & Noteworthy

Store closures in the first six months of the year have already exceeded the number of bricks-and-mortar stores closed in all of 2018.

Thematic investing at Chevy Chase Trust is a progressive departure from common Wall Street practice. It examines how the world is changing, determines which companies will be advantaged and invests accordingly.
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The manufacturing industry is undergoing technological transformation, but progress has been slow. From robotics and automation to AI, technological advancements have arrived, yet roadblocks exist that prevent widespread adoption.

As thematic investors, we look for phenomena that are transforming economic prospects across multiple industries. Then, we seek to identify companies that will benefit, are investable through public equities with ample liquidity, and are likely to pay off within three to five years.

Thematic investing is at the core of portfolio management at Chevy Chase Trust. We believe that adherence to a thematic investment process delivers superior results over wealth-relevant time horizons.

Scientists Attempt Controversial Experiment To Edit DNA In Human Sperm Using CRISPR

At Chevy Chase Trust each relationship begins with a comprehensive review of the client’s financial situation. Recently, we sat down with Deb to learn more about her background and how she began her career.

Lawrence P. Fisher, II President of Family Wealth Services An Interview with Larry Fisher, Senior Managing Director & President, Family […]

What can an individual do to avoid higher taxes when faced with the loss of significant deductions?

Clients tell us they find our approach to be refreshingly straightforward. We offer careful planning, global thinking, exhaustive research and thematic portfolios. This is investing pure and simple.

We recently sat down with Paula A. Landau, Managing Director, to learn more about her background and who and what inspired her career in finance.

We recently sat down with Elizabeth Kearns, Vice President, to learn more about her background and who and what inspired her career in finance.

Chief Investment Officer Amy Raskin will be a featured speaker at the 40th Anniversary BCA Investment Conference in NY on September 26th and 27th.