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.
- 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.
- 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.
- 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.
Diversification strategies do not ensure a profit and do not protect against losses in declining markets. Investments in managed accounts should be considered in view of a larger, more diversified investment portfolio.
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™.
Please refer to ThomasPartners Form ADV, Part 2A, for more information.
Portfolio management is provided by ThomasPartners, Inc. ("ThomasPartners"), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc. ("Schwab").
Both versions of the ThomasPartners Dividend Growth Strategy are available through the Schwab Managed Account Connection® ("Connection") program. Please read Schwab's disclosure brochure for important information and disclosures relating to Connection and Schwab Managed Account Services™. Schwab makes available other equity strategies in its managed account programs that focus on dividend-paying stocks, including strategies that are managed by firms that are unaffiliated with Schwab.
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.
Please refer to Windhaven's ADV Part II for more information.