Bank / Wealth / Trust

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Schechter Investment Advisors

Schechter Investment Advisors is a bank / wealth / trust based in Birmingham, founded 1939; the Altss profile covers its classification, headquarters,...

Schechter Investment Advisors logo

Schechter Investment Advisors

Schechter Investment Advisors is a wealth management firm based in Birmingham, US. It focuses on investment services in North America.

General information

Firm type

Bank / Wealth / Trust

Year founded

1939

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Birmingham

Corporate office

Birmingham, MI, United States

Principals

Marc Schechter

President

Sector focus

Private CreditReal EstateEnergy Transition & RenewablesPrivate Equity

Frequently asked questions

Who runs investment decisions at Schechter?

Marc Schechter, President, leads the firm. The investment committee operates internally and approves each private placement before it goes to the distribution network. Specific committee members beyond Schechter are not publicly listed.

How does Schechter source its alternative investment products?

Schechter co-develops or sources products from specialized asset managers and then structures them as private placements — often Delaware statutory trusts for real estate, or limited partnerships for credit and energy. It does not typically originate loans or acquire assets directly; it packages third-party exposures for its bank network.

Is Schechter a single family office or a traditional asset manager?

Neither. Schechter is a boutique structuring and distribution firm. It does not manage a proprietary multi-billion-dollar fund or a single-family balance sheet. It creates alternative-investment products and places them through regional banks and wealth managers who in turn offer them to their end clients.

Does Schechter participate in fund commitments or only direct deals?

Schechter primarily distributes direct structured products — private placements in specific assets, not blind-pool fund commitments. Its bank partners typically invest on a deal-by-deal basis through Schechter's pre-packaged offerings in areas like real estate, credit, and energy.

Which sectors does Schechter explicitly target?

Schechter's public product profile concentrates on private credit, commercial real estate, energy infrastructure, and equipment leasing. It does not market venture capital, growth equity, or public-markets strategies. Its offerings are income-oriented alternatives suited for community-bank balance sheets.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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