The Bottom Line
Investing is not a world of absolutes. Whoever decided one approach to investing is universally better than others was wrong.
I’m a big believer in building a portfolio that takes both active and passive approaches into account. But I’m a bigger believer in the idea that no two investors require the same approach. Every one of the clients I work with has different sets of needs and goals. It’s my job to find that balance.
Aaron Hodari is a managing director at Schechter, a boutique, third-generation wealth advisory and financial services firm located in Birmingham, Mich. For 80 years, Schechter has quietly advised wealthy families on financial matters including: Institutional quality investment advisory services, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable planning.