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Chevy Chase Trust

Entity Type
Investment Management Firm
Links
Website Twitter LinkedIn
Industry
Finance, Investments & Asset Management
Location
Maryland
Founding Date
1999

Chevy Chase Trust is a leading investment manager and think tank that offers independent and highly personalized financial advice and planning for individuals, families, and institutions. The firm specializes in unique thematic investing and asset management. It seeks investable ideas that originate from economic or technological changes that are powerful enough to influence corporate performance across multiple industries.

How investing in themes works?

  • Study the global economy
  • Identify long-term secular trends
  • Invest across geographies, sectors, and market capitalizations
  • Limit risk organically through careful research and planning

Warnings and Disclaimers

The information contained herein is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. It is not designed to meet your personal financial situation - we are not investment advisors nor do we give personalized investment advice. The opinions expressed herein are those of the publisher and are subject to change without notice. It may become outdated an there is no obligation to update any such information.

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