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.

Ray Gunn
March 28, 2018

Schechter Adds Ray Gunn as President

Schechter continues growth initiative with addition of expansion expert Ray Gunn.

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Aaron Hodari
March 8, 2018

Aaron Hodari Added to Inaugural CAIS Advisory Council

Aaron Hodari was one of 15 key industry influencers added to the CAIS Advisory Council.

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Brad Feldman New Radio Media
February 19, 2018

Brad Feldman Appears on New Radio Media Podcast

Schechter’s own Brad Feldman sits down with the New Radio Media podcast to discuss life before Schechter and what ultimately led him to join the firm in 2007.

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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