Schechter Investment

Schechter Investment, operating as Schechter Investment Advisors, is a boutique wealth advisory and financial services firm dedicated to serving high-net-worth families and entrepreneurs. The firm offers a comprehensive suite of wealth management services, including investment portfolio management, wealth and estate planning, multi-family office services, individualized financial planning, private investments, philanthropic planning, tax strategies, and insurance design. They emphasize a client-first approach, leveraging their independence from financial institutions to tailor plans specific to their clients' goals and providing access to alternative investments such as private credit, private equity, hedge funds, commodities, and real estate.

The firm's roots trace back over 80 years, with its life insurance business established in 1939. It has been under three generations of family ownership, with Marc Schechter currently serving as CEO. Schechter Investment Advisors was acquired by Arax Investment Partners on June 3, 2025, and now operates as a division of Arax Advisory Partners, LLC. This acquisition has further expanded its capabilities and reach, particularly in the Midwest, while its Advanced Design Life Insurance business remains a separate, independent entity.

While Schechter Investment Advisors primarily focuses on providing comprehensive wealth management and investment advisory services, Marc Schechter, through Schechter Private Capital (SPC), has personally made over 25 direct investments in private growth companies. These notable investments include companies like Peloton, DraftKings, Industrious, GHOST, and Cirkul, showcasing an interest in consumer and technology-driven ventures.

Schechter Investment boasts a multi-disciplinary team of approximately 70 professionals, including experts with diverse credentials such as JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA charterholders, CFP practitioners, and CIMA consultants. This broad range of expertise allows the firm to offer sophisticated financial counsel and a concierge experience, addressing the complex financial needs of its affluent clientele across the United States.