Owning the world provides downside protection and captures upside potential. Over the last 20 years, the world’s public assets grew robustly, despite volatility of various financial bubbles, major natural disasters and regional conflicts. We build strategies that mirror the entire world’s allocation of stocks and bonds. We strive to eliminate the risks of market timing and costs of excessive turnover.
Minimizing taxes can be more effective than trying to beat the market. With tax rates approaching 50%, our goal is to eliminate tax realizations for our clients. We use our technology to maximize our clients’ returns on an after tax basis and leverage tax-deferred and non-taxable accounts to their greatest potential.
The hidden costs of investing create conflicts of interest and excessive risk. We believe our incentives should align with our clients. Our management fee is the only way we are compensated. We do not use third party mutual fund managers or receive any brokerage commissions. Our reporting is completely transparent and we endeavor to eliminate any excess costs.
* Past performance is not an indicator of future performance and investment results may vary.
** The CCA Global Index is a market capitalization average of the global equity and fixed income markets as defined by Checchi Capital Advisers, LLC.
*** Data range from January 1, 1992 to December 31, 2013
* Assumes annual growth rate of 10% for illustration purposes only.
** Past performance is not an indicator of future performance and investment results may vary.
*** Assumes 54% annual income tax rates
**** Assumes 37% annual long term capital gains tax rates
Checchi Capital Advisers, LLC is committed to maintaining the confidentiality, integrity and security of personal information about our current and prospective Clients. We consider customer privacy to be fundamental to our relationship with Clients. It is our policy to respect the privacy of current and former Clients and to protect personal information entrusted to us. This policy describes the steps we have taken to safeguard your information and what Client information we may share with others. We are proud of our privacy practices and want you to know how we protect information used to provide you with service.
You do not have to contact us to benefit from our privacy protections; they apply automatically to both current and former Clients.
INFORMATION WE COLLECT AND MAINTAIN
We collect and share with others the following types of personal information about you:
Information we receive from you to open an account or provide investment advice to you (such as your home address, telephone number, Social Security or taxpayer identification number e-mail address, age, Social Security Number, marital status, assets, and income and financial information);
Information that we generate to service your account (such as trade tickets and account statements); or Information that we may receive from third parties with respect to your account (such as trade confirmations).
INFORMATION WE DISCLOSE
We will not disclose any non-public personal information about you or your account to anyone unless one of the following conditions is met:
We receive your prior written consent; we believes the recipient is your authorized representative; we disclose your non-public personal information as necessary to effect or process a transaction in any account, or to maintain or service your account; we are required by law to disclose information to the recipient.
In all such situations, we stress the confidential nature of information being shared.
We may share your personal information with: non-affiliated companies that provide processing, account maintenance and related services in connection with your investments and other transactions handled by us; and non-affiliated companies and government agencies only to the extent permitted or required by law, for legal, regulatory or other purposes (for example, for tax purposes or for reporting suspicious transactions).
HOW WE PROTECT PERSONAL INFORMATION
We maintain the confidentiality, security and integrity of your non-public personal information by:
Restricting access to your non-public personal information to those employees with a legitimate need for the information; and maintaining physical electronic and procedural safeguards that meet or exceed federal and industry standards governing how non-public personal information should be stored. We have not and will not sell your personal information.
HOW TO CONTACT US WITH PRIVACY QUESTIONS
Checchi Capital Advisers, LLC (“CCA”) is an SEC registered investment adviser located in the State of California. CCA and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which CCA maintains clients. CCA may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. CCA’s web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of CCA’s web site on the Internet should not be construed by any consumer and/or prospective client as CCA’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from CCA. Any subsequent, direct communication by CCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of CCA, please contact the United States Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov. A copy of CCA’s current written disclosure statement discussing its business operations, services, and fees is available from CCA upon written request. CCA does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to CCA web site or incorporated herein, and takes no responsibility therefore. All such information is provided for convenience purposes only and all users thereof should be guided accordingly. There are no performance guarantees expressed or implied and past performance of a security does not guarantee similar success in the future.