# Schechter Investment Advisors

Schechter Investment Advisors is a Bank / Wealth / Trust based in Birmingham, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Birmingham, United States
- **Region:** North America
- **Address:** Birmingham, MI, United States
- **Founded:** 1939
- **Assets under management:** Undisclosed
- **Website:** schechterwealth.com
- **LinkedIn:** https://www.linkedin.com/company/schechter-wealth

## Regulatory record

- **Reports private funds:** No

## About

Schechter Wealth advises on estate tax, wealth transfer, and life insurance planning. The firm provides wealthy families with customized financial advice and solutions through a multi-disciplined team of JDs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA Charterholders, and CFP Practitioners. Services include advanced life insurance planning, wealth and estate planning, private placement life insurance, philanthropic planning, and income and estate tax strategies.

## Sectors

- Private Credit
- Real Estate
- Energy Transition & Renewables
- Private Equity

## People

- Marc Schechter — President

## 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.

### 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.

## Related profiles

- [Schear Investment Advisers](https://altss.com/profile/schear-investment-advisers)
- [Schelhammer Capital Bank](https://altss.com/profile/schelhammer-capital-bank)

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Last updated: 2026-08-11T15:08:04.536Z

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