Chevy Chase Trust

Thematic Investing anticipates where the world is going. Not where it has been.

We’re proud to share that Chevy Chase Trust has been named to CNBC’s 2025 Financial Advisor 100 list. CNBC’s Financial Advisor 100 list recognizes the best financial advisors and firms that help clients successfully navigate their financial lives. It is based on data analysis and editorial review, evaluating factors such as assets under management, firm size and longevity, number of certified financial planners and regulatory records. This recognition reflects our continued commitment to delivering thoughtful and client-centered service. We are grateful to our clients for their trust and partnership. Learn more about us and how we can help you navigate your financial life: https://lnkd.in/ejnWR3hN #ChevyChaseTrust #CNBCFA100 #TopRIA2025 #WealthManagement #FinancialAdvisor Awarded on October 1, 2025, for data as of June 30, 2025. Chevy Chase Trust paid no application fee to participate. Read more about this year’s CNBC's Financial Advisor 100 rankings: https://lnkd.in/gxtWYxms https://lnkd.in/eQfGnqkn

We are proud to announce that Chevy Chase Trust has been ranked on the Forbes 2025 list of America’s Top RIA Firms. This recognition reflects our continued commitment to putting clients and their success first. The Forbes ranking, developed by SHOOK Research, considers both qualitative and quantitative factors, including due diligence interviews, assets under management, compliance records and best practices. We are grateful to our clients for their continued trust and to our team for their dedication. #ChevyChaseTrust #Forbes #2025America’sTopRIA #WealthManagement #ShookResearch Awarded October 1, 2025, based on data as of March 31, 2025. Chevy Chase Trust paid no application fee to participate.

Amid record market performance and growing uncertainty, discipline matters more than ever. In our Investment Update, we share our perspective on today’s headwinds and tailwinds — and how we’re navigating them through our time-tested Thematic approach. 🎧 Available now on Apple Podcasts, Spotify, and Pandora. To listen or read, click here: https://lnkd.in/eAN6i3PA #InvestmentUpdate #PortfolioStrategy #ThematicInvesting #MarketOutlook

While U.S. stocks have led global markets for more than a decade, structural reforms in Europe, Japan and other regions are shifting the landscape. Thematic Research Analyst Zachary Navarro breaks down the Opportunities Abound Abroad theme — and explains why it still has room to grow. Read the full Q&A: https://lnkd.in/eQrHHwmF

We’re pleased to announce that Chevy Chase Trust has been named to Barron's 2025 Top 100 RIA Firms list — a prestigious recognition we’ve consistently earned since 2019. The Barron's Advisor’s ranking considers both quantitative and qualitative measures – such as assets managed, growth, technology spending, size, shape and diversity of the team and compliance records. We know that our success is a direct result of the trust our clients place in us and the dedication of our exceptional team. Read more about this year’s rankings: https://lnkd.in/g-R_wHR5 #ChevyChaseTrust #Barrons #TopRIA2025 #WealthManagement Barron's rankings were awarded on September 15, 2025 for data as of June 30, 2025. Chevy Chase Trust paid no application fee to participate.