Schechter Investment Advisors

Overview

Schechter Investment Advisors is a Michigan-based private investment firm specializing in wealth management and financial advisory services. The firm offers a comprehensive suite of services, including investment portfolio management, wealth and estate planning, multi-family office services, individualized financial planning, private investments, philanthropic planning, and tax strategies. Their team comprises professionals with diverse credentials, such as JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA charterholders, CFP practitioners, and CIMA consultants. This multidisciplinary approach enables them to provide tailored financial solutions to high-net-worth individuals and families. The firm's investment strategy focuses on a diversified portfolio that includes private equity, real estate, and venture capital. They engage in investments across various stages, from early-stage ventures to late-stage buyouts and distressed assets. Schechter Investment Advisors has a strong presence in the United States, serving clients in 48 states and countries. Their expertise spans multiple industries, including technology, healthcare, financial services, consumer goods, energy, industrials, media, telecommunications, retail, real estate, education, transportation, utilities, agriculture, and pharmaceuticals. In June 2025, Schechter Investment Advisors was acquired by Arax Investment Partners, LLC, a registered investment advisor. This acquisition has further expanded their capabilities and resources, allowing them to enhance their service offerings and continue their commitment to delivering exceptional wealth management services. The firm has been recognized for its excellence, including being named to Forbes' Top RIA Firms in 2024 and Financial Times' 300 Top Registered Investment Advisors in 2016. Their client-centric approach and dedication to providing personalized financial strategies have established them as a trusted advisor for high-net-worth families and entrepreneurs.