Your story is never over.
As a client develops a relationship with Chevy Chase Trust, he or she experiences the real value in our approach to investment management. From our very first conversation, we inform the investment strategy through a comprehensive process that begins with financial planning and asset allocation.
It doesn’t end there. We keep asking questions—and we keep looking ahead. By considering your estate and anticipating future possibilities, we can better inform the present. The result is more than a portfolio. It’s a dynamic strategy that evolves as you and your circumstances do.
Chevy Chase Trust will:
- Review legal documents
- Review and advise on estate planning and charitable giving strategies
- Keep current with tax law changes and advise accordingly
- Work with you and your counsel to implement your plan