When did your quarterly statement ever tell you anything useful? Exactly. That’s why we also offer our clients the Schwab Quarterly Portfolio Profile™. You'll get a variety of perspectives on all of your holdings — including stocks, mutual funds and fixed income investments — from our industry-recognized Schwab Equity Ratings® to third-party ratings services like Moody's and Morningstar. We’ll also review your diversification across individual sectors, and look at your overall asset allocation to see if you’re over- or underweighted anywhere.

In short, we’ll help you see how you did, how you’re doing and where you can do better.