Washington DC wealth management firm Freed Advisors has joined the Chevy Chase Trust team.
Susan G Freed, president of Freed Advisors, has been providing independent investment and financial planning advice to affluent individuals and businesses since 1990.
"After considering all of the options, Chevy Chase Trust became the best choice for our clients and ourselves," says Freed. "They are in the forefront of global thematic investing. That, along with the substantive guidance they offer clients in all areas of finance, made our selection process easy."
"Susan and her team have earned an excellent reputation in our community for their investment and financial planning expertise," says Peter Welber, president and CEO of Chvy Chase Trust. "Their client-centric culture is a perfect match with ours and together we look forward to helping all of our clients reach their financial potential."
