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Which One Is Right for You?
Whether you are a sophisticated investor or just beginning to build a portfolio, investing in mutual funds may be appropriate for your portfolio. A Chevy Chase Financial Services advisor can help you identify mutual funds that may help meet your long-term investment objectives while keeping your portfolio diversified and balanced.1
And, when you invest where you bank, you have the added convenience of 24/7 access to a summary of your investment account information via Chevy Chase Online Banking and Telephone Banking. Simply link your investment accounts to your Chevy Chase Check or ATM Card. Include your investments in a Platinum Banking Package or Silver Banking Package for even more rewards and extra values, including the ultimate convenience of a consolidated monthly statement to simplify money management.
Start Investing Today
Regularly reviewing your investments is important, and you can start today with a financial assessment by a Financial Advisor from Chevy Chase Financial Services. This meeting can take place at any Chevy Chase Bank branch, or at your home or office. To set up an appointment, call 1-800-451-9963, visit a branch near you, or complete our convenient online form.
Investment advisory services are offered through Capital One Financial Advisors LLC, a state-registered investment advisory firm. Securities are offered through Capital One Investment Services LLC, member FINRA/SIPC. Annuities and other types of insurance are offered through Capital One Agency LLC. All are non-banking affiliates of Capital One, N.A. © 2010 Capital One. All rights reserved.
Fees and expenses are incurred in mutual funds. Investment return and principal value will fluctuate. Upon redemption, shares may be worth more or less than your original cost.
1 Chevy Chase Financial Services takes great effort to offer a wide range of mutual funds and work with multiple mutual fund families to ensure every client's needs are met. However, Chevy Chase Financial Services does not have selling agreements with every mutual fund or its provider in the industry.
