SPECIAL ADVERTISING SECTION PROFILES Financial Professionals
Chevy Chase Trust
What is your investment approach?
What separates Chevy Chase Trust from other firms in the industry?
We are an independent and privately owned investment management firm with roots in the Washington,
D.C. community that date back more than 100 years. We specialize in thematic investing—building long-
term portfolios of companies positioned to exploit powerful, secular trends, disruptive ideas, innovation and
economic forces. Our client portfolios are managed internally, using individual stocks and bonds. We avoid
mutual funds, ETFs and outside managers so there are no layers of additional fees. And clients understand
what they own.
Personalized financial planning is done in-house and informs each client’s investment strategy and asset
allocation. All plans are updated regularly as client circumstances, market conditions and tax laws change.
With more than 90 employees—with an average of 20 years’ experience—we are big enough to offer
world-class expertise and service, but small enough to offer a personal approach to comprehensive wealth
management. Client retention rate exceeds 98 percent.
Chevy Chase Trust’s investment process is organized around global themes rather than standard industry
classifications such as market capitalization, geography, style or specific benchmarks. To develop a theme, our
research analysts begin by taking a broad view of the global economic landscape and identifying secular trends
that are most likely to influence corporate performance across multiple industries. Themes can be driven by
disruptive technologies, demographics, cultural shifts, changing consumer behaviors or new business models.
Once an investment theme is established, we conduct in-depth research on companies positioned to
benefit from the theme, and just as importantly, companies that will be negatively disrupted by the theme.
We assess each company’s strategic direction, competitive position, valuation, financial condition and
management. Every portfolio company is the product of fundamental analysis. Ultimately, a client portfolio
is comprised of 40-50 individual stocks.
All investing involves risk of loss, including
principal. The investment strategies of Chevy
Chase Trust Company ("CCTC") are not
guaranteed or insured by CCTC and/or any
governmental body. Please see CCTC's ADV
Part 2 for more information.
7501 Wisconsin Ave, 14th Floor
Bethesda, MD 20814
(L to R): Michael Gildenhorn,
Christine Wallace, Blake Doyle
and Larry Fisher