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The Face of Wealth Management

Chevy Chase Trust
Photo (from left): Laly Kassa, Marc Wishkoff, Deborah Gandy & Jast Sohi

An independent, privately owned investment management firm, Chevy Chase Trust has local roots dating back more than 100 years. The team specializes in building long-term portfolios of companies positioned to exploit powerful, secular trends; disruptive ideas; innovation and economic forces. Client portfolios are managed internally, using strategies designed to create portfolios of individual stocks and bonds. Personalized financial planning is also done in-house and informs each client’s investment strategy and asset allocation. Outside managers are avoided. There are no additional fees, and clients have direct access to decision-makers.

With more than 100 employees and deep experience in every kind of market, Chevy Chase Trust is large enough to offer world-class expertise and service, yet small enough to offer a personal approach to comprehensive wealth management.

All investing involves risk of loss, including principal. The investment strategies of Chevy Chase Trust Company (“CCTC”) are not guaranteed or insured by CCTC and/or any governmental body. Please see CCTC’s ADV Part 2 for more information.