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Schechter’s Hodari On Alternative Investments As Core Holdings

Aaron Hodari, CFP, CIMA, Managing Director and Chief Investment Officer at Schechter Investment Advisors joined Julie Cooling, Founder and CEO of RIA Channel, at the CAIS Alternative Investment Summit to discuss the firm’s proactive discussion of alternative investments with clients. Schechter

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SCHECHTER INVESTMENT ADVISORS WELCOMES BRIAN MACKEY AS NEW DIRECTOR

Brian Mackey has been appointed Director of Investment Operations & Director of Marketing at Schechter. He will be responsible for overseeing the client service and investment technology teams to ensure Schechter Investment Advisors delivers extraordinary service to each of its clients. Additionally

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Schechter Investment Advisors - One of the Top RIA Firms in the Country - Ranked by Forbes

We are thrilled to share that Schechter has been recognized by FORBES Magazine as one of the top RIA firms in the country. This award is based on numerous factors including expertise, assets managed, and compliance records*. Beyond the numbers, it captures the essence of our client relationships

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Securities for Robert Schechter & Associates, dba as both Schechter Wealth and Schechter, offered through Kingswood, member FINRA / SIPC. Schechter and Kingswood are affiliated but do not share common ownership.

Advisory Services are offered through Schechter Investment Advisors, LLC (SIA), dba Schechter Investments, a registered investment advisor. Schechter Private Capital, LLC (SPC), which concentrates on advising private funds, is also a registered investment adviser. Schechter, SIA, and SPC are affiliated and share common ownership. Certain principals of Schechter, SIA, and SPC are also registered representatives of, and sell security products for compensation through Kingswood. Kingswood is otherwise unaffiliated with Schechter, SIA, and SPC.

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View: Schechter Investment Advisors Form CRS