Chevy Chase Trust
Overview
Chevy Chase Trust is an independent investment management firm based in Bethesda, Maryland, offering customized wealth management services to individuals, families, and institutions. Founded in 1999, the firm specializes in global thematic investing, focusing on long-term secular trends that stem from economic, demographic, and technological changes. Their research process seeks to uncover these themes and identify companies best positioned to benefit from them. The firm's investment approach is rooted in deep expertise, creative problem-solving, and a commitment to fully personalized strategies. Every portfolio is crafted to each client's specific goals and needs, ensuring that no two clients receive the same solution. With over $44 billion in assets under management as of September 30, 2025, Chevy Chase Trust serves 1,234 households in 47 states and 10 countries. Chevy Chase Trust offers clients direct access to a team of dedicated experts, including relationship managers, portfolio managers, financial and estate planners, and trust professionals. This team-based approach ensures a boutique experience and a consistent strategy tailored to each client's evolving financial priorities. The firm's client retention rate exceeds 97% over the last 10 years, reflecting its commitment to client satisfaction and long-term relationships.
Investment Focus
- Accredited investor status required
- Commitment to long-term investment horizon
Portfolio Companies
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Frequently asked questions about Chevy Chase Trust
What sectors does Chevy Chase Trust invest in?
Chevy Chase Trust invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Bethesda, Maryland, United States. Chevy Chase Trust is listed as a institutional investor in the ConnectSafely investor database.
What stage does Chevy Chase Trust invest at?
Chevy Chase Trust backs companies at Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Chevy Chase Trust invest in?
Chevy Chase Trust invests across United States, United Kingdom, Canada, Germany, Hong Kong and Japan.
Who are the partners at Chevy Chase Trust?
Team members listed for Chevy Chase Trust include Stacy Murchison (Senior Managing Director and Chief Marketing Officer) and Jeannette Owen Roegge (Chief Fiduciary Officer).
What companies has Chevy Chase Trust invested in?
Chevy Chase Trust's portfolio includes Apple, Microsoft, Amazon, Alphabet, Facebook, Johnson & Johnson, ExxonMobil and Procter & Gamble.
How do I contact Chevy Chase Trust?
Chevy Chase Trust's contact details — including phone — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database