Chevy Chase Asset Management, LLC., offers comprehensive estate and tax planning along with investment management services for individuals and organizations. The investment firm embraces a fiduciary or trust-like approach to portfolio management, distinguished by its emphasis on investments, tax, and estate planning issues. The firm's goal is to deliver the maximum after-tax return for each client's portfolio within pre-determined parameters. Firm fees are based on the value of the client’s portfolio and not on trading commissions providing a level of objectivity and integrity with regard to security selections.

We offer Customized Investment Management for Assets of $500,000 or more.

• Personal Investment Accounts

• Management of Assets for Trustees
  • Living Trusts
  • Testamentary Trusts
  • Charitable Trusts
  • Foundations

• Retirement Assets
  • IRAs
  • Custodial Accounts
  • 401-K Transfers
  • 401-K/Pension Plans

• Firm Principals
  • John R. Ratnavale, CFA
  • Raymond G. Mancini, Jr., Esq.
  • Lori A. Rutledge, Esq.