Company intelligence
Chevy Chase Trust
Chevy Chase Trust is an investment management firm specializing in global thematic investing and planning.
About Chevy Chase Trust
Chevy Chase Trust provides individuals, families and select institutions with an alternative to institutionalized money management. An independent and privately owned investment management firm, Chevy Chase Trust pursues the greatest potential in each client’s wealth by applying our knowledge, experience and creativity to one client portfolio at a time. Our research and financial planning process is designed to deliver effective, diversified portfolios tailored to each client’s needs. We offer clients customized advice with a personal touch. Clients receive direct access to a team of experts including relationship managers, portfolio managers, financial and estate planners and trust professionals.
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Signals from Chevy Chase Trust
2 published signals
Presence & Recognition
Chevy Chase Trust celebrated the dedication and hard work of its team professionals on Labor Day.
Reported by Chevy Chase Trust
Presence & Recognition
Chevy Chase Trust hosted a team event at Nationals Park celebrating the Washington Nationals’ victory over the Miami Marlins, featuring Carlton Davis, CFA, Bobby Eubank, CFA, and Chris Northrup.
Reported by Chevy Chase Trust