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.
Company Details
- Employees
- 179
- Founded
- -
- Address
- 7501 Wisconsin Avenue,
- Phone
- 240-497-5000
- in****@****ust.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- chevychasetrust.com
- Keywords
- Investment Management, Financial Planning, Estate Planning, IRA Rollovers, Philanthropy, Multi Family Office Services, Trust and Fiduciary Services, Custody, Tax-Exempt Securities, Tax Planning and Guidance, Global Thematic Investing, Wealth Management, Thematic Investing, Investing, Markets.
- HQ
- Bethesda, Maryland
Chevy Chase Trust Questions
Chevy Chase Trust's helpline number is 240-497-5000
Chevy Chase Trust's website is chevychasetrust.com
Chevy Chase Trust's LinkedIn profile is https://www.linkedin.com/company/chevychasetrust
Chevy Chase Trust has
179 employees.
View email and phone details for 179
employees at Chevy Chase Trust.
Chevy Chase Trust's industry is
Investment Management
Chevy Chase Trust's top competitors are
Pathstone,
1919 Investment Counsel,
Homrich Berg,
Asb Capital Management,
Wms Partners Is Now Hb Family Office,
B. F. Saul Company,
La Financière De L'echiquier,
Brown Advisory,
Saul Centers, Inc.,
Facet.
Chevy Chase Trust's support email address is info@chevychasetrust.com
Chevy Chase Trust's categories are Investment Management
Chevy Chase Trust's founding year is 1999
