Chevy Chase Trust
- General Info:
Chevy Chase Trust offers a wide range of financial management and planning services. The firm offers a variety of personal wealth management services and products that include investment management accounts; charitable, living and testamentary trusts; individual retirement rollovers; and estate planning and settlement. It also provides institutional services, including investment management accounts, planned giving, institutional custody and custody for investment managers. Chevy Chase Trust provides institutional custody services to corporations, nonprofit organizations, government organizations and Taft-Hartley plans. Its services include specialized securities safekeeping, trade processing and asset accounting services. Its other services and solutions include personal investments and retirement planning and trust administration and management solutions. Chevy Chase Trust is located in Bethesda, MD.