7501 Wisconsin Ave., Suite 1500W
Bethesda, MD 20814
240-497-5000
www.ChevyChaseTrust.com
Q What has changed for women in financial management, and how is that reflected at Chevy Chase Trust (CCT)?
A The percentage of women in the financial sector has grown over the past few decades. At Chevy Chase Trust, women comprise more than half of the overall staff and two-thirds of the senior management team. Many women seek advice from female financial professionals who they believe might best understand their needs and goals.
Q What’s the first thing clients experience when they come to CCT?
A All new client relationships start with a financial plan that informs the investment strategy. Every step of the process is personalized, with the same level of service for every single client, regardless of how much they invest. We work closely with clients’ outside advisors, who appreciate how in-tune we are with what’s going on in our clients’ lives. Because we have intimate knowledge of all aspects of their finances, we can proactively make sure their plan evolves over time.
Q What sets Chevy Chase Trust apart from the competition?
A Our global thematic approach to investing is a great differentiator. Thematic investing capitalizes on the powerful secular trends, disruptive ideas and economic forces constantly reshaping our world. We build portfolios of companies positioned to exploit these transformational changes and, just as importantly, avoid companies that will be disrupted by them.
Chevy Chase Trust is an independent, privately-owned investment management firm specializing in global thematic research, portfolio management, financial and estate planning and fiduciary services.