Checchi Capital Advisers, LLC

Checchi Capital Advisers, LLC is a registered investment adviser specializing in globally diversified portfolio strategies for long-term liquid equity and fixed income investments. Founded in 2007, the firm constructs customized portfolios using proprietary statistical and mathematical models to maximize diversification and tax efficiency while minimizing costs. They primarily invest in fixed income and equity, utilizing exchange-traded funds for diversification. The firm may also appoint sub-advisors to manage client accounts and offers tailored advisory services based on individual client needs. Clients must have a minimum separate account size of $5,000,000, with the option for waivers at the firm's discretion. Fees for separately managed accounts are tiered based on assets under management, with fees payable quarterly in arrears. CCA does not participate in wrap fee programs. As a fiduciary, CCA acts in the best interests of clients and does not accept performance-based fees. Clients have the option to grant CCA discretionary authority for trading, and the firm may vote proxies for client securities when granted discretion. The firm's Supervised Persons have diverse educational backgrounds and business experience, ensuring a comprehensive approach to investment management. No disciplinary events have been reported for CCA or its Supervised Persons.