2016 – Chevy Chase Trust ranks 2nd on the Forbes | RIA Channel Top 100 RIA Firms
Original content by Julie Cooling, Forbes Contributor
This year’s unique Top 100 RIA Firms ranking showcases the wealth management firms by growth in assets over the past ten years with a majority of the firms accruing more than $1 billion in assets. These firms are leading because of their independence, their commitment to their clients and their ability to grow through a decade of market challenges and rewards.
View the full list here.
2015 – Ranked #1 on the Forbes list of Top 100 Wealth Managers
“This is a great source of pride for all the employees in our firm,” said Peter M. Welber, President & CEO of Chevy Chase Trust. “It’s affirmation that we’re doing something right by our clients. That’s our objective, being #1 is just a nice by-product.”
Describing why Chevy Chase Trust won the top spot, Welber offers several reasons. “First, we choose to manage wealth differently than most firms today. We’ve built our own investment team that constructs individual portfolios based on thematic research. Second, we augment our investment capabilities with fiduciary lawyers, financial planners and tax experts to inform our investment decisions and advise our clients. And third, we practice in a great community. Montgomery County and the D.C. region is not only a great market for what we do, but its lifestyle advantages help us recruit top talent from all over the country.”
Read the Forbes article here.