Checchi Capital Advisers Overview
Company Details
Checchi Capital Advisers, LLC (CCA) was founded to provide an alternative to the inefficiencies and conflicts of interest frequently encountered at traditional investment firms. Our innovative strategy and unique operating platform avoid the unnecessary expenses and concentrated risk endemic to traditional wealth management, allowing us to offer low-cost, tax-efficient, transparent, and maximally diversified investment strategies customized to each client.
CCA’s client-focused approach was developed and refined by the investment experiences of the Checchi family. Alfred Checchi built his family’s wealth as an executive, investor, and transformative leader in three major global companies: Marriott Corporation, Walt Disney Inc., and Northwest Airlines. Frustrated with the high expense, poor representation of risk, and limited flexibility of standard wealth management products, the Checchi family founded CCA in 2007 as a better solution for managing their own assets. The strategies and infrastructure developed to meet the family’s needs are available to serve other families, individuals, and institutions who seek an alternative to the traditional Wall Street approach.
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