About Us
We are a registered investment advisor that provides primarily discretionary investment management to high-net-worth families and individuals.
At Steerson, we aim to serve our clients through the design, construction, and management of specialized investment portfolios. Our strategies focus on either capital preservation or long-term capital growth, balancing client-specific needs with carefully selected securities.
We operate through separately managed accounts, allowing us to provide a more personalized experience for our clients as well as full transparency and real-time access to their portfolios.
To ensure that our interests are fully aligned with those of our clients, we have adapted our compensation structures to each of the strategies served.
Our strength lies in our ability to identify and capture unique investment opportunities while serving our clients in their best interests. We pride ourselves on the reliability of our approach, the standard of our ethos, and our commitment to continually placing our investors first.
Our Values
Prioritzing full transparency, accountability, and openness.
Embracing the unique roles and responsibilities of each party.
Considering the impacts and effects of our actions on others.
Aiming to establish consistent superior performance.
Management
Rafael Cuchacovich
Founder and Chief Investment Officer of Steerson Advisors LLC, Rafael has been actively managing private investor funds since 2017. Originally from Chile, he earned his BA in Business Administration alongside a specialized track in Finance from the Reichman University in Herzliya, Israel, graduating with honors from both programs. Rafael furthered his studies at the University of New South Wales in Sydney, Australia, where he obtained his Master of Finance specializing in Funds Management.
Rafael holds extensive experience in wealth management as well as a diverse set of skills in the areas of investment research, portfolio construction and overall investment management.
Investment Philosophy
Our investment philosophy focuses on the idea of relative value, meaning that at times markets may price securities outside reasonable estimations of their long-term value. We believe these anomalies can be identified and evaluated through rigorous research across different markets, sectors, and asset classes. However, given the uncertain nature of financial markets—which may drive some variables to behave beyond reasonable expectations—we approach investing as inherently probability-driven. We therefore focus largely on strict risk management procedures while applying deep fundamental analysis, encompassing quantitative and qualitative metrics as well as macro and microeconomic factors, to evaluate any potential investment opportunity.
In metaphorical terms, we view investment propositions as ships flying multiple sails, each representing a variable that determines long-term performance. We evaluate critical factors such as the macroeconomic environment, financial health, capital structure, managerial competence, competitive advantages, and the sustainability of long-term strategies, among others, to select only those propositions with the vast majority of their “sails” aligned with favorable tailwinds, maximizing their probability of attaining exceptional long-term performance.
Strategies
Capital Preservation
The Capital Preservation strategy prioritizes a defensive approach that aims to optimize asset allocation through strategic exposure to a variety of asset classes, regions, and currencies with an absolute focus on principal safety. For our capital preservation portfolios, we select assets that contribute to broad diversification, provide strong income-generating capabilities and offer superior price stability.
Capital Growth
The Capital Growth strategy focuses on select investment opportunities across markets worldwide, aimed at achieving enduring capital appreciation. For our capital growth portfolios, we select securities that we believe offer exceptional long-term value relative to prevailing market prices, presenting superior risk-reward profiles across a variety of factors.
Contact Us
Steerson Advisors LLC | rcuchacovich@steeradv.com
7901 4th St N suite 300 St. Petersburg, FL 33702, USA
All investing is subject to risk, including possible loss of principal. Steerson Advisors, LLC is a Registered Investment Advisor (RIA) in the State of Florida (CRD #327734), providing investment advisory and related services for clients across multiple jurisdictions. Steerson Advisors, LLC will file and maintain all applicable licenses as required by the state securities boards and/or the Securities and Exchange Commission (SEC), as applicable. Steerson Advisors, LLC renders individualized response to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. This website is intended to provide general information about Steerson Advisors, LLC and it is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information. Market data, articles and other content on this website are based on available information and are believed to be reliable. Steerson Advisors, LLC does not guarantee the accuracy of the information contained in this website. The information is of general nature and should not be construed as investment advice. Steerson Advisors, LLC will provide all prospective clients with a copy of our current Form ADV Part 2A prior to commencing an advisory relationship.