CHEQUERS FINANCIAL MANAGEMENT LLC

Overview

Chequers Financial Management LLC is an independent, SEC-registered registered investment adviser that acts as a capital allocator for high-net-worth individuals, families and smaller institutions. The firm combines discretionary portfolio management with financial planning and the selection of outside managers, leaning heavily on pooled public funds and third‑party managers rather than a single in‑house proprietary product line. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing portfolio oversight and project-based planning work. Investment activity centers on core public fund exposure supplemented by allocations to less liquid strategies via external managers. The firm does not position itself as an ESG specialist and is not structured as a multi-state adviser for regulatory purposes. Its advisory scope includes portfolio management for individuals, small businesses and institutional accounts, plus the selection and oversight of other advisers when clients require access to niche managers or alternative strategies.

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Investments & Alternatives

Location & Offices