Investment Advisory

Chain Bridge Bank, N.A. serves clients that seek advice and recommendations for managing their financial assets.  This service includes custody, so that in addition to receiving investment advice, clients are assured their financial assets are never the liabilities of a broker-dealer. Chain Bridge's wealth professionals can model portfolios based upon client concerns such as time horizon, risk tolerance, liquidity needs, and tax liabilitiesWhere possible, it will advise in favor of index funds that maximize diversification and minimize cost.

Click here to view the service charge schedule.

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Fiduciary Role

Chain Bridge Bank, N.A. has full fiduciary powers from the Office of the Comptroller of the Currency and is committed to putting the client first and foremost in all trust and wealth services provided.

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Custody

National bank fiduciary custody is the gold standard for the safekeeping of financial assets. Broker-dealers that offer free custody often have the right to use client funds, which poses significant risk in the event of a broker-dealer meltdown. Chain Bridge Bank, N.A, provides segregated custody for all Trust and Wealth Department client assets.

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Wealth Access

This Trust & Wealth desktop and mobile app aggregates financial and non-financial assets, including those held at other institutions. The Wealth Access platform provides clients with a continuous view into their net worth and asset valuations.

 
 
 
 
 
 
Investment products and services are:
 

Not a Deposit  ●  Not FDIC Insured  ●  May Lose Value  ●  Not Bank Guaranteed  ●  Not Insured by any Federal Government Agency


Chain Bridge Bank, N.A. offers investment products, which may include bank managed accounts and custody, as part of its trust and fiduciary services. Investment products, including but not limited to, stocks, bonds, mutual funds, and exchange traded funds are: not FDIC-insured; not a deposit or other obligation of, or guaranteed by, Chain Bridge Bank, N.A.; not guaranteed by any Government agency; and subject to investment risks, including possible loss of the principal amount invested.

Chain Bridge Bank, N.A. and employees do not provide tax, legal or accounting advice. Information presented on these web pages is not intended to provide, and should not be relied on for tax, legal and accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any financial transaction.
 
 
 
 
 
 
 
 
 
 
 
 

Contact Us Today

 
Gregory Smolen
Vice President
  
 
Trust & Wealth
 
Department Manager
 
703-748-7395
 
 
Wendy Moyers
Vice President
 
 
Trust & Wealth
 
Financial Planner
 
703-748-2081
 
 
 

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