• WHAT WE OFFER
• WHY YOU NEED THIS
• HOW IT WORKS
• IMPORTANT QUESTIONS
• OUR TEAM
• CONTACT

Will you be in control of your retirement?

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Please provide the information below so a CCA Adviser may contact you.

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You are about to provide information to Checchi Capital Advisers, LLC, a registered investment advisory firm

What do CCA Funds offer?

• 

  For You

  Online planning tools for you to manage your retirement.

  Individual retirement account management if you want to automate the process.

• 

  For Your Business

  Design, implementation and ongoing management of corporate-defined contribution and defined benefit plans at no additional cost.

  Find out more.

Why We Are Different

• You need a specific solution for your retirement accounts.

  Retirement accounts are different than your other accounts.

  IRAs, 401(k)s and Pension Plans provide important tax savings but lock up investments for a long time. You require a solution that minimizes their shortcomings and maximizes your benefits.

  Our strategy is built for your retirement assets.

• Being smart about taxes is an important part of achieving your financial goals.

  In our opinion, based on current economic conditions, many taxpayers will see increases in their taxes in the future.

  Fortunately, money in your retirement accounts grows tax-free.

  Contributions to retirement accounts are limited; you want to make the most of these assets.

  We want to help you take advantage of this opportunity.

• You know your time is valuable.
  Invest it wisely.

  We believe greater risks can be rewarded with higher returns.

  The longer you have until retirement, the more risk you can take - your time until retirement is an asset.

  Our solution tailors your risk/return level based on your circumstances to help you achieve your retirement goals.

How It Works

• 

  Investing should be different
  than gambling.

  We believe some investors try to predict the direction of the market and many of them fail.

  We don’t place bets with your retirement money or try to pick winners and losers.

  We believe betting creates unnecessary costs and risks.

• 

  Civilization is your ultimate investment.

  Our strategy adopts the theory that owning
  the world’s stocks and bonds is a dependable
  long-term investment strategy:

  • Global assets can grow with population
    and productivity
  • Risk is diversified across the world’s companies and governments
  • We believe the world will be always be worth more in the future
• 

  We hope these will be the last funds you’ll ever want to own.

  We built these funds to meet the challenge of planning for your retirement which may be years away.

  We can’t predict the future but we do think that the world will change.

  The CCA Funds are dynamically constructed. We use our technology to track the evolution of global markets on a daily basis.

  This allows you to always be exposed to the world’s opportunities.

The CCA Team

• 

  Adam Checchi

  Portfolio Manager

  Adam oversees the management of CCA Funds, coordinating portfolio strategy, trade execution and marketing.
  
  

  Adam is the Founder and Managing Partner of Checchi Capital Advisers, LLC, an Investment Advisory firm in Beverly Hills, CA. Prior to creating CCA, Adam was a partner at Airline Restructuring and Consolidation (“ARC”) Partners, a restructuring group that launched a bid to merge Northwest Airlines and Delta Airlines in bankruptcy. Prior to ARC, Adam was an investment banker with Goldman, Sachs & Co. in Los Angeles, where he executed high yield debt financings for corporations and private equity funds. Before joining Goldman, Adam was a senior analyst at Entertainment Media Ventures, a media and technology-focused venture capital firm, and a mergers and acquisitions analyst at the Walt Disney Company.
  
  Adam is a graduate of Harvard University. He received an MBA from the Harvard Business School and was recognized as a Baker Scholar. He was also the recipient of the Loeb Award given for the most outstanding performance in finance. Adam is married with three children.

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• 

  Sam Pfister

  Portfolio Manager

  Sam develops and maintains proprietary statistical software systems to enable efficient, accurate and customizable portfolio construction.
  
  

  Sam is a Co-Founder and Partner of Checchi Capital Advisers, LLC, an Investment Advisory firm in Beverly Hills, CA. Prior to creating CCA, Sam was a postdoctoral researcher at the California Institute of Technology and a technical lead in the government-sponsored DARPA Grand Challenge autonomous vehicle competition. He was a doctoral student at Caltech, earning his Ph.D. for development of algorithms to enable robust statistical sensor processing in robotic applications. Sam also worked on the Mars Exploration Rover mission run by NASA’s Jet Propulsion Laboratory. During operations, he developed tools and techniques to model uncertainty and reduce risk and improve overall Rover operational efficiency.
  
  Sam received a Bachelor of Science degree from Harvard University, and a Master of Science and Ph.D. in Mechanical Engineering from the California Institute of Technology. Sam is married with one child.

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