Houston, TX Office

Checchi Capital Advisers provides discretionary portfolio management primarily for high‑net‑worth individuals and a variety of institutional and pooled clients, including foundations, trusts, corporations, pension plans, insurance‑dedicated funds and other registered investment advisers. The firm manages separately managed accounts, acts as a sub‑advisor to other advisers, and serves as the investment adviser to two insurance‑dedicated pooled funds.

The firm’s investment process is quantitatively driven, using proprietary statistical and mathematical models and a sampling/index methodology to construct globally diversified equity and fixed‑income portfolios, often implemented with ETFs and tax‑optimization and transaction‑cost reduction algorithms. Strategies offered include core global index‑replication portfolios, a risk‑parity composite of multiple sub‑strategies, overlay approaches and the opportunistic use of derivatives and margin in separately managed accounts, alongside explicit guidance on cryptocurrency risks where applicable.

Compared with many peer team firms, Checchi Capital is unusual in its role as a private fund adviser to insurance‑dedicated vehicles, its provision of sub‑advisory services to other advisers, and its disclosure of performance and hypothetical performance snapshots. The firm also operates related business activities outside traditional investment management — including a booking/bill‑pay accounting business and an ownership interest in a reinsurance company for which it advises certain preferred shares — arrangements that the brochure discloses and addresses through its policies and disclosures.