DISCLAIMERS AND IMPORTANT INFORMATION
This website was prepared by Schechter Investment Advisors, LLC (“SIA” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may have been impacted by events and economic conditions that will not prevail in the future. No portion of this commentary is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice
SIA is an SEC registered investment adviser that maintains a principal place of business in the State of Michigan. The Firm may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about SIA’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov
Securities are offered through NFP Advisor Services, LLC. (NFPAS), Member FINRA/SIPC. Investment Advisory Services may be offered through NFPAS or Schechter Investment Advisors, LLC. Schechter Investment Advisors, LLC is not affiliated with NFPAS. SIA is an SEC registered investment adviser; please consult the Firm’s Form ADV disclosure, available on the SEC’s Investment Adviser Public Disclosure website.
This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFP Advisor Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact NFP Advisor Services, LLC. Compliance Department at 512-697-6000.
*Worth Magazine’s “The Top 100 Benefits Advisors” list asks readers, private banks, Benefits management and investment firms to nominate advisors. Candidates must complete a detailed questionnaire and typically must have a minimum experience level of 10 years. Candidates have historically been selected based upon the following criteria, of which the majority is submitted by the advisor him- or herself: industry associations, clients, and other advisors; portfolio returns; compensation structure; success in identifying and achieving client goals; client retention rate; letters of recommendation from clients; types of clients and business philosophy; educational background and professional designations; professional longevity; success in discussing the current investment climate and achieving returns for clients; most importantly, advisor/client relationships.
INC Magazine and Worth Magazine are not affiliated with NFP Advisor Services, LLC or Schechter Benefits Strategies.
The team at Schechter Benefits Advisors has a real grasp on any issues affecting our business. They know the insurance industry inside and out. They have been a wonderful partner, personally and professionally, throughout the growth of our organization.