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.

July 22, 2020

Schechter adds Alfredo Risi as Chief Operating Officer

The third-generation financial services firm adds seasoned financial executive to manage rapid growth with the addition of Alfredo Risi as Chief Operating Officer (COO) and Integrator.

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Schechter

Schechter Adds Investment Associate & Senior Insurance Analyst

The firm strengthens both sides of the house with the addition of Max Hunt, Investment Associate, and Kevin Giganti, Senior Insurance Analyst.

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split dollar life insurance
June 4, 2020

It’s Time for Juwan Howard to Join the Split-Dollar Life Insurance Club

Michigan was already the “Leader” in using split-dollar life insurance as a deferred compensation alternative. Now it is time for them to be the “Best.”

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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: investmentadvisorteam@schechterwealth.com

248.731.9500

251 Pierce St.
Birmingham, MI 48009