Chevy Chase Trust

Despite having a clear advantage and an impressive client list, Chevy Chase Trust came across as just another investment management firm offering the usual services.

In reality Chevy Chase Trust is a pioneer in the concept of thematic investing. Rather than forcing clients into conventional tactics linked to performance indices, the independent minds at Chevy Chase Trust create individualized plans that pursue the real potential in each portfolio.

For over a decade, Chevy Chase Trust’s positioning, messaging, and copy have gone virtually unchanged—even with multiple updates to the website and other materials. As the business grows, the firm continues to raise the minimum investment requirement for new prospects.