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Managed Accounts


With a managed account, you benefit from the expertise of an investment management firm that invests and manages a specialized portfolio based on your chosen investment strategy.

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 that is right for you.

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: Typically $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: Typically $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: $150,000–$650,000, depending on strategy

Find out more about diversified strategies.

Windhaven® Strategies

  • 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.

ThomasPartners® Dividend Growth Strategy

  • Invests only in companies that pay dividends and aim to grow those dividends annually
  • Strives to deliver monthly income, annual income growth, and long-term capital appreciation
  • Suitable for the equities portion of a portfolio
  • Investment minimum: $100,000

Find out more about ThomasPartners.

Questions? We're ready to help.

Learn more about our modern approach to wealth management.     

Contact us today to discuss our range of managed accounts and whether they are right for you.

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Thank you for your interest in Portfolio Management Services.

You can expect a response by email or phone within approximately 48 hours. If you’d like to speak with a Schwab investment professional immediately, please call us at 866-232-9890. We appreciate the opportunity to work with you to meet your goals.

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Please refer to Windhaven's Form ADV, Part 2, for more information.

Please refer to ThomasPartners' Form ADV, Part 2A, for more information.