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
A good fixed income strategy preserves principal and outpaces inflation. But a conservative fixed income plan doesn’t have to be uninspired. Our approach finds answers that other firms can’t or won’t.
Risk is a concept, not a number. It’s a big difference—with even bigger implications.
Chevy Chase Trust will:
- Explore and understand your unique situation
- Actively manage your asset allocation
- Work one-on-one and design a strategy for you
- Stay accessible and informed at all times
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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