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Insights

Recent Investment Portfolio Expansion Chevy Chase Trust has recently made significant investments in companies like Spirit Airlines, Fidelity, Invesco Real Estate, and Jabil. This shows an active interest in expanding their investment portfolio and presents potential opportunities for partnership or collaboration.

Recognition in Top RIA Firms Chevy Chase Trust has been ranked #11 on the Forbes/SHOOK list of Top RIA Firms in both 2023 and 2022. This recognition enhances their credibility and reputation in the financial services industry, providing a strong selling point to attract new clients.

Expansion to Virginia The recent expansion of Chevy Chase Trust's offices to Virginia indicates a strategic move to broaden their geographical presence. This presents an opportunity for local businesses and individuals in Virginia to leverage their services and expertise.

Sustainability Focus and Market Trends As an independent and tailored investment management firm, Chevy Chase Trust focuses on sustainable financial planning and staying abreast of market trends. This aligns with the growing demand for sustainable investments, offering a distinct value proposition for eco-conscious clients.

Financial Health and Revenue Range With a revenue range of $10M - $50M, Chevy Chase Trust demonstrates financial stability and growth potential. This financial health can be leveraged as a selling point to reassure clients of the firm's long-term viability and commitment to delivering value.

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Chevy Chase Trust Tech Stack

Chevy Chase Trust uses 8 technology products and services including WP Rocket, Open Graph, HTTP/3, and more. Explore Chevy Chase Trust's tech stack below.

  • WP Rocket
    Caching
  • Open Graph
    Miscellaneous
  • HTTP/3
    Miscellaneous
  • Yoast SEO
    Search Engines
  • Yoast SEO Premium
    Search Engines
  • Cloudflare Bot Management
    Security
  • IIS
    Web Servers
  • Facebook
    Widgets

Media & News

Chevy Chase Trust's Email Address Formats

Chevy Chase Trust uses at least 1 format(s):
Chevy Chase Trust Email FormatsExamplePercentage
FLast@chevychasetrust.comJDoe@chevychasetrust.com
96%
Last@chevychasetrust.comDoe@chevychasetrust.com
2%
LFirst@chevychasetrust.comDJohn@chevychasetrust.com
1%
First@chevychasetrust.comJohn@chevychasetrust.com
1%

Frequently Asked Questions

Where is Chevy Chase Trust's headquarters located?

Minus sign iconPlus sign iconChevy Chase Trust's main headquarters is located at 7501 Wisconsin Avenue Suite 1500 West Bethesda, Maryland 20814 US. The company has employees across 3 continents, including North AmericaEuropeOceania.

What is Chevy Chase Trust's phone number?

Minus sign iconPlus sign icon You can contact Chevy Chase Trust's main corporate office by phone at
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+1-240-497-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Chevy Chase Trust's stock symbol?

Minus sign iconPlus sign iconChevy Chase Trust is a publicly traded company; the company's stock symbol is N/A.

What is Chevy Chase Trust's official website and social media links?

Minus sign iconPlus sign iconChevy Chase Trust's official website is chevychasetrust.com and has social profiles on LinkedIn.

How much revenue does Chevy Chase Trust generate?

Minus sign iconPlus sign icon As of August 2024, Chevy Chase Trust's annual revenue reached $35M.

What is Chevy Chase Trust's SIC code NAICS code?

Minus sign iconPlus sign iconChevy Chase Trust's SIC code is 6035 - Savings Institutions, Federally Chartered NAICS code is 52 - Finance and Insurance.

How many employees does Chevy Chase Trust have currently?

Minus sign iconPlus sign iconAs of August 2024, Chevy Chase Trust has approximately 174 employees across 3 continents, including North AmericaEuropeOceania. Key team members include Chief Financial Officer And Treasurer: J. F.Chief Technology Officer: J. B.Chief Investment Officer: A. R.. Explore Chevy Chase Trust's employee directory with LeadIQ.

What industry does Chevy Chase Trust belong to?

Minus sign iconPlus sign iconChevy Chase Trust operates in the Financial Services industry.

What technology does Chevy Chase Trust use?

Minus sign iconPlus sign iconChevy Chase Trust's tech stack includes WP RocketOpen GraphHTTP/3Yoast SEOYoast SEO PremiumCloudflare Bot ManagementIISFacebook.

What is Chevy Chase Trust's email format?

Minus sign iconPlus sign iconChevy Chase Trust's email format typically follows the pattern of . Find more Chevy Chase Trust email formats with LeadIQ.

When was Chevy Chase Trust founded?

Minus sign iconPlus sign iconChevy Chase Trust was founded in 1999.
Chevy Chase Trust

Chevy Chase Trust

Financial ServicesMaryland, United States51-200 Employees

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.

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Section iconCompany Overview

Headquarters
7501 Wisconsin Avenue Suite 1500 West Bethesda, Maryland 20814 US
Phone number
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+1-240-497-****
Website
chevychasetrust.com
SIC Code
6035 - Savings Institutions, Federally Chartered
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
1999
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $10M$50M

    Chevy Chase Trust's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    Chevy Chase Trust's revenue is in the range of $10M$50M

Company Leadership

Employee Directory

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