Chevy Chase Trust

Chevy Chase Trust Company provides investment advisory/corporate fiduciary services in the Washington, D.C metropolitan area. It specializes in investment management and financial planning for wealthy individuals, as well as serves as an investment manager for institutions. The company offers financial and fiduciary advice, guidance, and services in the areas of charitable giving, IRA rollovers, real estate, trust and fiduciary services, custody, tax-exempt securities, and tax guidance, as well as tax, retirement, and estate planning. Its customers include professionals and business executives; business owners and entrepreneurs; and individuals with accumulated wealth or with a liquidity event, such as an inheritance, divorce settlement, stock option exercise, or sale of a business. The company was incorporated in 1997 and is based in Bethesda, Maryland. Chevy Chase Trust Company operates as a subsidiary of Capital One, National Association.

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