Schechter Investment Advisors

The Value of Independence

As Independent Registered Investment Advisors, we have a single dedication and focus: Your goals. For us, being independent means having the freedom to better serve our clients. We provide complete transparency into investment fees and our process. You are never left wondering what our motive is - we have a fiduciary duty to always act in your best interest. We are by your side, ready to advise.

Managing Tax Efficiency

Tax Loss Harvesting

It’s not what you make; it’s what you keep. We utilize active tax loss harvesting and holding periods to make sure paper gains are not eroded by avoidable taxation. High net worth investors are precisely the people most affected by taxes.

IRA Charitable Distributions
December 10, 2018

IRA Distributions to Charity are Often Not a Good Idea for Senior Citizens

The IRA charitable contribution provides a tax benefit for many taxpayers over age 70 ½. It should be used by most charitably-minded seniors unless they could receive a greater tax benefit from a gift of substantially appreciated long-term capital gains property.

Learn More
year-end tax planning

Year-End Tax Planning Advice to Avoid

When it comes to year-end tax planning advice, don’t take everything you read at face value.

Learn More
Andrew Dean CAIA
November 14, 2018

Andrew Dean Receives His CAIA Charter®

The CAIA Association is best known for the CAIA Charter®, an internationally recognized finance credential and the gateway to a network of more than 9,000 alternative investment leaders in almost 90 countries.

Learn More

Investment Insights:

Portfolio Rebalancing

Rebalancing is the process of realigning the weightings of a portfolio of assets. Rebalancing involves periodically buying or selling assets in a portfolio to maintain an original desired level of asset allocation.

Curious About How Schechter Can Help You Achieve Your Unique Goals?

Reach out to learn more: investmentadvisorteam@schechterwealth.com

248.731.9500

251 Pierce St.
Birmingham, MI 48009