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.

October 8, 2018

What The New York Times Got Right (And Wrong) Regarding Fred & Donald Trump

Bernie Kent’s examination of The New York Times detailed investigation into the transfer of money and property by Fred Trump and his wife to Donald Trump and his siblings.

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Crain's Cool Place to Work
August 20, 2018

Schechter Earns Spot in Crain’s ‘Cool Places to Work 2018’

Crain’s Detroit Business released its 2018 list of Cool Places to Work in on Monday, August 20, and Schechter was among the 100 companies selected. This is Schechter’s second consecutive appearance on Crain’s annual installment, now in it’s sixth year, which recognizes Michigan’s coolest workplaces; also including a few from Ohio. The third-generation wealth advisory and financial services…

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Schechter Investment Advisors
July 18, 2018

Schechter Investment Advisors Ranked in Top 3% of RIAs Nationally

A July 2018 ranking from Financial Advisor has placed Schechter Investment Advisors among the largest Registered Investment Advisors (RIAs) in the U.S.

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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?

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251 Pierce St.
Birmingham, MI 48009