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.

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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.

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.