Interested in a portfolio solution? Let our experienced team of professionals handle some or all of your investments for you. Whether you want a managed mutual fund or ETF portfolio, a specialized strategy, comprehensive portfolio management, or guidance from a local advisor, you can get the level of guidance that’s right for you.
If you prefer, choose a different type of guidance. See the range of investment help we offer.
Consider a professionally managed, diversified portfolio of mutual funds or ETFs.
- Investment minimum for a mutual fund or ETF portfolio: $25,000
Find out more about Schwab Managed Portfolios.
Broadly diversified strategies composed primarily of ETFs, that strive to capture much of the growth in rising markets while seeking to reduce exposure in declining ones.
- Investment minimum: $100,000 for brokerage accounts, $25,000 for eligible ERISA accounts
Find out more about Windhaven Portfolios.
Partner with a dedicated representative who makes buy and sell recommendations for your personal portfolio.
- Investment minimum: $500,000
Find out more about Schwab Private Client1.
Portfolio management for Windhaven strategies is provided by Windhaven Investment Management, Inc. ("Windhaven"), a registered investment advisor. Windhaven and Schwab are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.
Windhaven Diversified strategies are available through Schwab's Managed Account Connection™ program. Please read Schwab's disclosure brochure for important information and disclosures relating to Schwab Managed Account Connection and Schwab Managed Account Services™.
Past performance is not indicative of future returns, and the value of investments and the income derived from them can go down as well as up. Future returns are not guaranteed, and a loss of principal may occur.
Please refer to Windhaven's Form ADV Part 2 for more information.
Please read Schwab's Disclosure Brochure for important information and disclosures relating to Schwab Managed Portfolios and Schwab Managed Account Services.
Your account will be subject to a lower fee schedule than described in the Schwab Managed Portfolios brochure if (i) it is a retirement account subject to the Employee Retirement Income Security Act of 1974 or (ii) you or someone in your household (i.e., a person with the same last name living at the same address) opened an SMP account before January 1, 2013 and have continuously maintained at least one SMP account since the time of your initial SMP enrollment.
Please read the Schwab Private Client and the Schwab Private Client Investment Advisory, Inc. Disclosure Brochures for important information and disclosures about this service. Portfolio management is provided by Schwab Private Client Investment Advisory, Inc., a Registered Investment Advisor and an affiliate of Charles Schwab & Co., Inc.
Investments in managed accounts should be considered in view of a larger, more diversified investment portfolio.
While Windhaven strategies seek to capture much of the upside in rising markets while attempting to reduce exposure in declining ones over full market cycles, there is no guarantee that they can do so.
Schwab Advisor Network member advisors are independent and are not employees or agents of Schwab. Schwab prescreens advisors and checks their experience and credentials against criteria Schwab sets, such as years of experience managing investments, amount of assets managed, professional education, regulatory licensing, and business relationship as a client of Schwab. Advisors pay fees to Schwab in connection with referrals. Schwab does not supervise advisors and does not prepare, verify, or endorse information distributed by advisors. Investors must decide whether to hire an advisor and what authority to give him or her. Investors, not Schwab, are responsible for monitoring and evaluating an advisor's service, performance, and account transactions. Services may vary depending on which advisor an investor chooses.
Diversification strategies do not ensure a profit and do not protect against losses in declining markets.