Managed Accounts
With a managed account, you benefit from the expertise of a professional asset manager who invests and manages a specialized portfolio based on your goals.
Whether you want a portfolio of stocks, bonds, or a combination of the two, we’ll help you find the right managed account—from Schwab or a leading third-party manager—to get the diversification and specialization you need.
Get the right managed account for your needs.
Fixed Income Managed Accounts
- Expert management
- Short-term, intermediate, and long-term strategies
- PIMCO Municipal Bond Ladder strategies
- Investment minimum: $250,000
Find out more about fixed income strategies.
Equity Managed Accounts
- Expert management
- Over 60 large-cap, small-cap, and international strategies
- Focused on total return
- Investment minimum: $100,000
Find out more about equity strategies.
Diversified Managed Accounts
- One diversified account with multiple managers
- Built using Schwab asset allocation models
- Investment minimum: $250,000–$650,000, depending on strategy
Find out more about diversified strategies.
Windhaven PortfoliosTM
- Globally diversified portfolios
- Potential for growth in rising markets and helps limit exposure in declining markets
- Consist primarily of low-cost ETFs
- Investment minimum: $100,000
Find out more about Windhaven Portfolios.
Take the next step.
Contact us today to discuss our range of managed accounts and whether they are right for you.
Call 800-435-8101 or visit a local Schwab branch.
- Compare all portfolio solutions.
Investments in managed accounts should be considered in view of a larger, more diversified investment portfolio. Please read Schwab’s disclosure brochure for important information and disclosures relating to managed accounts at Schwab.
Windhaven™ Diversified Portfolios strategies are available through Schwab’s Managed Account Connection™ program (“Connection”).Please read Schwab’s disclosure brochure for important information and disclosures relating to Connection and Schwab Managed Account Services™.
The PIMCO Municipal Bond Ladder strategies are available through Schwab’s Managed Account Connection program (“Connection”). Please read Schwab's Managed Account Services disclosure brochure for important information and disclosures relating to Managed Account Select® and Connection. Charles Schwab & Co., Inc. ("Schwab") and Pacific Investment Management Company LLC ("PIMCO") are separate and unaffiliated companies.
Portfolio management is provided by Windhaven Investment Management, Inc. ("Windhaven"), a registered investment advisor. Windhaven and Charles Schwab & Co., Inc. are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.
Diversification strategies do not ensure a profit and do not protect against losses in declining markets.
Please refer to Windhaven's ADV Part II for more information.