Chevy Chase Trust Email Format

Investment ManagementMaryland, United States51-200 Employees

Chevy Chase Trust is an independent, privately owned investment management firm based in Bethesda, Maryland, serving individuals, families and select institutions with an alternative to institutionalized money management. It emphasizes a research-driven financial planning process to deliver diversified portfolios tailored to each client's needs, and provides customized advice through a team of specialists including relationship managers, portfolio managers, financial and estate planners, and trust professionals. The firm employs 51-200 people and operates at 7501 Wisconsin Avenue, Suite 1500, Bethesda, MD 20814, United States. Chevy Chase Trust has engaged in industry events and received recognitions, such as sponsorship of the Investment Strategies Conference in 2026, being named the 2026 Best of Bethesda Readers' Pick in Wealth Management, and inclusion on CNBC's 2025 Financial Advisor 100 list as well as Barron's 2025 top 100 RIA firms. The company maintains a focus on delivering customized, direct-access advisory services to individuals, families and select institutions.

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