On CNBC’s Halftime Report, Amy Raskin, CIO, discusses the growth trade and how high expectations may prove to be disappointing.
First and foremost, Chevy Chase Trust is an investment management firm.
Everything we do is designed to pursue the potential in your investment portfolio. It requires a level of dedication—and even a philosophy—you simply won’t find in a conventional money management firm.
It also requires focus. It means we act as a fiduciary in the context of an individualized investment strategy. And to that end, we also recommend a comprehensive financial plan that informs asset allocation and other key decisions.
By investing in themes rather than managing to benchmarks, we often see surprising results. Our strategy is founded on:
- Long-term, secular, macroeconomic focus
- Global, multi-cap stocks
- Rigorous individual company analyses
Our story begins with yours.
Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.
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