Founded in 1997, Chevy Chase Trust Company is a leading investment management firm based in the Washington, D.C. area. The company distinguishes itself through a proprietary investment approach known as Thematic Investing, focusing on identifying and investing in powerful secular trends that are reshaping the world. It provides comprehensive wealth management services, including investment management, financial and estate planning, and fiduciary and trust services, exclusively for affluent individuals, families, and institutions. As a trust company, it operates under a fiduciary standard, committed to acting in the best interests of its clients.

Founded in

United States