A complete list of active advisors currently associated with Checchi Capital Advisers, LLC

Warmer can help you find a great advisor at Checchi Capital Advisers, LLC or one who fits your needs even better.

Checchi Capital Advisers, LLC provides discretionary portfolio management to high-net-worth individuals, foundations, trusts, pension and profit-sharing plans, corporations, and insurance-dedicated funds, and also serves other investment advisers through sub-advisory arrangements. The firm manages both separate accounts and pooled vehicles and reports over $2.5 billion in client assets under management. Investment decisions are driven by proprietary quantitative and statistical models that use index replication and statistical sampling to approximate the global investable market, with portfolios implemented using a mix of exchange-traded funds and direct securities and incorporating tax-optimization and transaction-cost reduction algorithms. Its product set includes core global index-like strategies and a risk-parity composite of sub-strategies, and the firm discloses modeled or hypothetical performance metrics to illustrate expected portfolio characteristics. Distinctive features include serving as a sub-adviser to other advisers and acting as investment adviser to insurance-dedicated pooled vehicles, together with ownership and governance ties to a reinsurance entity and an affiliated bookkeeping/accounting business—relationships the brochure identifies as potential sources of conflicts of interest. The firm does not provide standalone financial planning services and emphasizes model-driven portfolio construction supported by an in-house quantitative engineering team rather than individualized planning delivery.

To learn more about the advisors currently working at Checchi Capital Advisers, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.