Chevy Chase Trust

Chevy Chase Trust is a leading investment manager and think tank that offers independent and highly personalized financial advice and planning for individuals, families, and institutions. The firm specializes in unique thematic investing and asset management. It seeks investable ideas that originate from economic or technological changes that are powerful enough to influence corporate performance across multiple industries.

How investing in themes works?

  • Study the global economy
  • Identify long-term secular trends
  • Invest across geographies, sectors, and market capitalizations
  • Limit risk organically through careful research and planning