Get personalized investment guidance

Managing a complex portfolio is a challenging, ongoing task. With Managed Accounts at Schwab, professionals help you choose investment strategies and manage them to meet your goals.

For investors who prefer the simplicity of a single account that encompasses multiple investing strategies:

Diversified Portfolios in Managed Account Select— A diversified portfolio from third-party asset managers using Schwab target allocations.

For investors who need greater specialization and prefer separate accounts for each investing strategy:

Charles Schwab Investment Management— Multiple equity strategies leveraging Schwab Equity Ratings® , from Schwab asset managers.¹
Managed Account Select® — More than 60 investment strategies from a carefully screened selection of the industry's top asset managers.

A Schwab Financial Consultant recommends strategies, helps you create an investment plan, and monitors your progress. Professional asset managers select and trade securities in your own accounts. Managed Account Process

Managed Accounts at Schwab offer several advantages, including competitive pricing and professional money management. Benefits of Managed Accounts

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.

1. Charles Schwab Managed Accounts are managed by Charles Schwab Investment Management, Inc. (“CSIM”), an affiliate of Charles Schwab & Co., Inc. (“Schwab”). CSIM managed accounts are part of the Managed Account Affiliates program, which is sponsored by Schwab and includes CSIM as the separate account asset manager. Schwab also sponsors the Managed Account Select® program, a managed account program in which the asset managers are unaffiliated with Schwab.

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Find out how managed accounts can benefit you

Call 800-435-8101 today.