Get professional guidance every step of the way

With a managed account at Schwab, your Financial Consultant is actively involved in the process.

1. Map out your plan.

Helps you develop a personalized asset allocation plan by understanding your objectives, needs, and risk profile.
Evaluates investment strategies and recommends one or more appropriate managed accounts.

2. Put your plan into action.

Oversees the implementation of your plan, while asset managers trade securities for your account according to your chosen strategy.

3. Stay on track toward your goals.

Reviews your account with you regularly (you will also receive a detailed quarterly report from Schwab).
Oversees your entire portfolio, while asset managers keep your managed accounts on strategy.

Call 800-435-8101 to speak with a Schwab investment professional about managed accounts.

PLEASE READ THE IMPORTANT DISCLOSURES BELOW

Investments in managed accounts should be considered in view of a larger, more diversified investment portfolio. Please read Schwab’s Schedule H brochure for important information and disclosures relating to Managed Accounts at Schwab.

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Find out how managed accounts can benefit you

Call 800-435-8101 today.