Today at 12 PM, tune in to CNBC’s #HalftimeReport to hear Chief Investment Officer amy raskin share her take on today’s financial markets.
Chevy Chase Trust
Investment Management
Bethesda, Maryland 6,542 followers
Chevy Chase Trust is an investment management firm specializing in global thematic investing and planning.
About us
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.
- Website
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http://www.chevychasetrust.com
External link for Chevy Chase Trust
- Industry
- Investment Management
- Company size
- 51-200 employees
- Headquarters
- Bethesda, Maryland
- Type
- Privately Held
- Founded
- 1999
- Specialties
- Investment Management, Financial Planning, Estate Planning, IRA Rollovers, Philanthropy, Multi Family Office Services, Trust and Fiduciary Services, Custody, Tax-Exempt Securities, Tax Planning and Guidance, Global Thematic Investing, Wealth Management, Thematic Investing, Investing, and Markets
Locations
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Primary
7501 Wisconsin Avenue
Suite 1500 West
Bethesda, Maryland 20814, US
Employees at Chevy Chase Trust
Updates
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Looking for insights on the financial markets? Our news & noteworthy section hosts our webinar recordings, quarterly investment updates, team highlights and more. Explore all things #ChevyChaseTrust and get the latest updates at: https://brnw.ch/21wMNXE
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Chevy Chase Trust is proud to announce its ranking on Barron's 2024 list of the Top 100 RIA firms. This is a testament to the hard work and dedication of our experienced and diverse team of more than 125 professionals focused on #GlobalThematicInvesting and planning. Rankings developed by Barron’s using proprietary algorithms. Awarded September 16, 2024 for data as of June 30, 2024. Chevy Chase Trust paid no application fee to participate. https://lnkd.in/eEnZixKY
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Watch Chief Investment Officer amy raskin today at noon on CNBC’s #HalftimeReport as she shares her thoughts on the financial markets.
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Earlier this year, Co-Heads of Chevy Chase Trust’s Planning Group, Laly Kassa and Elizabeth Kearns, hosted a webinar on planning for the 2026 Sunset of the Tax Exemption. The webinar explains the exemption and strategies for maximizing its benefits before the upcoming expiration date. Watch the full webinar recording to learn more: https://brnw.ch/21wMuhX
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Chevy Chase Trust reposted this
#ICYMI, we have released our #InvestmentUpdate for the second quarter of 2024 where we explore the excitement around #AI and examine other not so “hot” areas such as Europe and global commodities. Given our #GlobalThematic approach, we remain vigilant to developments in the macroeconomy and capital markets especially given geopolitical risks. Read more. https://brnw.ch/21wLXeB
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Chevy Chase Trust is hiring! Click on the link below to view the job description and apply today.
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#ICYMI, we have released our #InvestmentUpdate for the second quarter of 2024 where we explore the excitement around #AI and examine other not so “hot” areas such as Europe and global commodities. Given our #GlobalThematic approach, we remain vigilant to developments in the macroeconomy and capital markets especially given geopolitical risks. Read more. https://brnw.ch/21wLXeB
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The first half of 2024 saw strong equity index returns albeit in concentrated areas. Our Q2 #InvestmentUpdate provides our outlook as we take a critical look at the excitement surrounding #AI and its possible impact on future returns as well as opportunities for investments abroad and in areas that have seen more modest investor interest. Learn more in the latest update: https://brnw.ch/21wLXeo
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Our quarterly #InvestmentUpdate provides an in-depth analysis of the quarter’s economic conditions and outlook, exploring opportunities and taking a critical look at the euphoria around #ArtificialIntelligence. Companies like Nvidia have seen unprecedented growth, generating revenue that’s dwarfed previous expectations. Can it last? Explore our analysis of the possible #AI bubble and more in this Q2 #InvestmentUpdate. https://brnw.ch/21wLGqM