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.

Aaron Hodari Private Placement Life Insurance
June 12, 2018

Aaron Hodari to Speak at Private Placement Life Insurance & Variable Annuities Forum in Chicago

Schechter Managing Director Aaron Hodari is among 60+ industry experts set to speak at the Hyatt Centric Magnificent Mile on June 13-14, 2018.

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Private Placement Life Insurance
May 31, 2018

5 Benefits of Private Placement Life Insurance & Why it’s a Hot Commodity for the Ultra-Rich

Private placement life insurance, commonly referred to as PPLI, has quickly become a favorite strategy among ultra-wealth investors seeking greater tax efficiency within investment vehicles. It allows policy holders to combine the strength of premium investment products, like hedge funds or other alternatives, with the tax-free benefits of life insurance.

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Policy Review
May 11, 2018

Insurance Landmines Could Ruin Your Financial Plan

Although life insurance is sometimes portrayed as a “set it and forget it” investment, the reality is that there are a variety of variables that can change along the way.

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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: advancedesignteam@schechterwealth.com

248.731.9500

251 Pierce St.
Birmingham, MI 48009