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Schwab Managed Portfolios

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Schwab Managed Portfolios™ provide professionally managed, broadly diversified portfolios of mutual funds or exchange-traded funds, with competitive fees and minimums as low as $25,000. Compare our model portfolios to learn more.

Schwab Managed Portfolios ™ - How do we manage risk?
Managing risk is about more than timing moves in and out of the market.  At Charles Schwab Investment Advisory, Inc., (CSIA) we believe that risk management begins with asset allocation. Watch now.


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Jim Peterson: At Charles Schwab Investment Advisory, managing risk is not just about making big timing moves in and out of the market.

In fact, timing like that can add risk to a portfolio, not lessen it. 
 
Risk management in our portfolios begins with asset allocation - that is, how we spread the portfolio across different types of investments and around the globe.

And, we build that asset allocation for today's world; not the markets of the 90's or early 2000's.

We do this by investing in US stocks and bonds as well as international stocks and bonds.

We invest in real assets such as gold, industrial metals, and US as well as international real estate.

Each of these investments is designed to tap into a specific source of risk or return.

The reason we use these broad groups of investments is because the risk in more traditional investment strategies tends to be driven almost entirely by equity risk - that is, the risk is coming from the stock portion of the portfolio.

So, even in a traditional balanced portfolio of 60% stocks and 40% bonds we have found that up to 99% of the risk - or 99% of variability in returns - comes from traditional stocks.

This factor alone can cause a pretty rocky ride for investors that we seek to smooth out.

So when we build a balanced portfolio today we use an expanded set of investments that give investors exposure to multiple sources of risk and return.

This is key, and to us the most important factor when it comes to managing risk.


What do I receive if Schwab Managed Portfolios are right for me?

Every Schwab Managed Portfolios account is managed by the investment professionals at Charles Schwab Investment Advisory. You'll get:

  • Broad portfolio diversification to help manage risk and pursue growth
  • Access to professionally managed portfolios designed for today’s volatile markets
  • Exposure to a wide range of asset classes
  • Ongoing investment monitoring and portfolio rebalancing

Schwab Managed Portfolios also come with a satisfaction guarantee: If you’re not completely satisfied, we’ll refund program fees for the previous quarter and work to address your concerns.

What is the minimum investment?

  • Schwab Managed Portfolios – Mutual Funds: $25,000
  • Schwab Managed Portfolios – ETFs: $25,000

Ready to get started?

Call
866-855-5689.


Compare at a Glance

Name Benefits Minimum Investment Fees*
Schwab Managed Portfolios – Mutual Funds
  • Professional portfolio management
  • Diversified portfolio of carefully selected mutual funds
  • Twenty-four model portfolios, each constructed to provide an appropriate blend of stocks, bonds, and cash investments
  • $25,000
  • First $100,000: 0.90%
  • Next $150,000: 0.70%
  • Next $250,000: 0.50%
  • Next $500,000: 0.30%
  • Over $1,000,000: 0.20%
Schwab Managed Portfolios – ETFs
  • Professional portfolio management
  • Broadly diversified portfolios of low-cost ETFs with a wide range of securities
  • Twelve model portfolios with a range of strategies from conservative to aggressive
  • $25,000
  • First $100,000: 0.90%
  • Next $400,000: 0.75%
  • Next $500,000: 0.65%
  • Over $1,000,000: 0.50%
The Schwab Accountability Guarantee™
At Schwab, we believe every investor deserves accountability. If for any reason you're not happy with Schwab Managed Portfolios™, the Schwab Accountability Guarantee means we'll refund your program fee from the previous quarter and work with you to make things right.*
*See below for important information regarding The Schwab Accountability Guarantee.

Questions? We're ready to help.

Learn more about our modern approach to wealth management.

Talk to a Schwab investment professional today to see if Schwab Managed Portfolios 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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