Checchi Capital Advisers
Checchi Capital Advisers, founded in 2007, is an SEC registered investment adviser in California that uses advanced financial mathematics, data science, and technology to optimize portfolio management and reduce inefficiencies.
History of Checchi Capital Advisers
Checchi Capital Advisers was founded in 2007 out of a desire to address the challenges and frustrations associated with Wall Street’s fees, risks, and conflicts of interest. Located in Beverly Hills, California, the firm was established with the aim of providing a better way to manage assets by avoiding biased advisors and limited offerings.
Services Offered by Checchi Capital Advisers
Checchi Capital Advisers specializes in tax-efficient, globally diversified, quantitatively validated investment strategies. The firm uses tax-deferred vehicles and non-taxable accounts to maximize clients’ returns on an after-tax basis and employs proprietary tax-loss algorithms to minimize taxable gains. It focuses on comprehensive asset management through transparent reporting, aiming to reduce and eliminate unnecessary costs.
Financial Technology and Data Analysis at Checchi Capital Advisers
The firm leverages sophisticated financial mathematics, deep data science, and an advanced technology platform to minimize inefficiencies in money management. By tracking over 120,000 publicly traded securities and analyzing millions of data points through proprietary algorithms, Checchi Capital Advisers seeks to optimize portfolios and enhance performance.
Global Connectivity at Checchi Capital Advisers
Checchi Capital Advisers ensures effective global connectivity and clarity by utilizing a team that speaks 17 different languages. This multilingual capacity enables the firm to communicate seamlessly with clients and partners around the world, enhancing its ability to manage globally diversified investments.
Client-Centric Approach of Checchi Capital Advisers
Checchi Capital Advisers maintains a client-centric approach by partnering with world-class specialists to provide a holistic view of clients’ financial situations. The firm’s management fee is its sole form of compensation, ensuring that it avoids third-party mutual fund managers and brokerage commissions. This approach aims to align the firm’s interests with those of its clients.