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Company: Schechter Investment Advisors
How Schecter Investment Advisors Scales Alternative Investments With CAIS
Discover how Schechter Investment Advisors leveraged CAIS Marketplace to streamline alternative investments, enhance efficiency, and expand their client access.
The Challenge
Managing Alternative Investments at Scale
As a wealth management firm serving high-net-worth investors across the country, Schechter Investment Advisors was seeking to incorporate alternatives in their clients’ portfolios. However, managing alternatives at scale presented significant operational challenges.
"We were using alternatives from day one, and we noticed it was operationally challenging," says Aaron Hodari, Managing Director at Schechter Investment Advisors.
As the firm grew, so did the complexity of managing alternative investments. With more advisors looking to incorporate private equity, private credit, and real estate into their portfolios, Schechter needed a technology-driven platform solution that could streamline the process.
The Solution
Leveraging CAIS for Operational Efficiency
Schechter partnered with CAIS to streamline its alternative investment process by providing a platform that reduces administrative burdens, centralizes fund access, leverages independent due diligence, and integrates with custodians and reporting providers.
"We started working with CAIS because we felt like they had the best platform to help us scale, " Hodari explains.
"The industry and CAIS, along with it, continues to innovate and make our jobs easier," says Hodari. "Without technology, I don’t know if we’d be able to do it."
What's Next
Expanding Access and Customization
Looking ahead, Schechter aims to further integrate alternatives into client portfolios and expand their ability to customize investment solutions.
"I've seen stats showing that the majority of clients who have alternatives hold them away from their advisors. That’s a huge opportunity and a risk," Hodari notes. “If they’re buying stuff and investing in stuff that you’re not aware of, that you’re not vetting, and you’re not helping to incorporate into their portfolio, you’re losing assets and your client’s losing opportunity ... so for us, being able to include alternatives ... is critical.” Schechter’s relationship with CAIS continues to evolve. "CAIS is a partner to us. When we face challenges or have new initiatives, we call them. They help us find solutions," he says.
Please note the following testimonial disclosures, as required by applicable regulations. Individuals featured work for organizations that are CAIS platform users and have received no compensation for this testimonial. Please note that no testimonial is necessarily representative of the experience of other users of CAIS, or guarantees any future investment performance or success. The views and opinions expressed by the subjects herein, as of the date published, solely reflect the views and opinions of the speaker (and not necessarily the views of CAIS or the broader financial industry) and are subject to change without notice. This testimonial is provided solely for discussion purposes for investment professional use and does not constitute an offer or a solicitation of an offer to buy or sell fund interests, securities, and/or any other financial instruments or products, or constitute a solicitation on behalf of CAIS or any investment managers, their affiliates, products or strategies. Any such offer or solicitation may only be made pursuant to the delivery of formal offering documents.
We started working with CAIS because we felt like they had the best platform to help us scale.
Aaron Hodari, Managing Director, Schechter Investment Advisors
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