Fact-Based Guidance

"I like getting long-term, consistent performance—not just the latest hot stock tip."

complimentary consultation

Work with Schwab in the way that works for you

You want help managing your own portfolio

You want us to manage your portfolio for you

Schwab gives you access to tools, resources and specialists in many areas. You’ll benefit from:

Premium Schwab research

Industry recognized Schwab Equity Ratings® .
Comprehensive online research from top third-party perspectives.
Market insights for actionable investing strategies from Schwab experts.

Proprietary Schwab products and tools

Prescreened Mutual Fund OneSource Select List® ¹
Schwab Target Funds™ offer single fund solutions that automatically rebalance to reduce risk as your target retirement date nears.
Schwab CD OneSource™ offers one-stop access to the nation’s leading CD rates.
Schwab BondSource® brings institutional trader access to the individual investor.
Our Schwab Quarterly Portfolio Profile™ lets you see how your investments did and opportunities to do better.

Collaborative Schwab services

Schwab Private Client™ lets you work with a team of investment professionals who will develop a diversified portfolio and provide ongoing advice.
Schwab Managed Account Services™ give you access to institutional-caliber money managers, and offer portfolio customization and tax efficiencies.²

Our Schwab Quarterly Portfolio Profile™ lets you see how your investments did and how you can do better.

Learn more about our research and investment resources.

One-on-one advice to clarify your goals and help you choose the right investment approach to match your needs and investing style.

We’ll get you started with a well-diversified portfolio that can help withstand market fluctuations. Proprietary Schwab options include:

Schwab Managed Portfolios™ offer a diversified mutual fund portfolio in a single account actively managed by Schwab experts.³

Learn more about our Ongoing Professional Advice.

Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.

Testimonials may not be representative of the experiences of other clients, and are no guarantee of future performance or success.

1. Schwab’s short-term redemption fee of $49.95 will be charged on redemption of funds purchased through Schwab’s Mutual Fund OneSource® service (and certain other funds with no transaction fee) and held for 90 days or less. For each trade order placed through a broker, a $25 service charge applies. Funds are also subject to management fees and expenses. Charles Schwab & Co., Inc., member SIPC, receives remuneration from fund companies participating in the Mutual Fund OneSource service for record keeping and shareholder services and other administrative services.
2. Investments in managed accounts should be considered in view of a larger, more diversified investment portfolio. Please read Schwab’s Schedule H of Form ADV for important information and disclosures relating to Schwab Managed Account.
3. Please read Schwab’s Schedule H of Form ADV for important information, pricing, and disclosures relating to Schwab Managed Portfolios.

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