Less work for you, greater potential for your portfolio

Get a professionally managed portfolio of mutual funds or ETFs. Put mutual fund selection and day-to-day decisions in the hands of seasoned investment professionals with Schwab Managed Portfolios™.

Diversified portfolios of either mutual funds or ETFs designed for a range of investment strategies. Learn more about Schwab Managed Portfolios - Mutual Funds or Schwab Managed Portfolios - ETFs.

After your initial consultation with a Schwab investment professional, we’ll get you invested in a diversified portfolio selected to meet your needs. Portfolio managers will monitor and adjust your investments. Learn more about the process.

Schwab Managed Portfolios is a great way to simplify investing. Our investment professionals will do all the work for you with a portfolio designed to keep you on track with your goals. Plus Schwab Managed Portfolios is generally priced lower than comparable services elsewhere—and comes with a satisfaction guarantee. Learn more about the benefits.

While professional portfolio management often requires a substantial investment, you can invest in Schwab Managed Portfolios with as little as $25,000. Get details on minimums and fees.

It takes just one consultation with a Schwab investment professional to establish your portfolio. Call us today at 877-340-1714.

PLEASE READ IMPORTANT DISCLOSURES BELOW

Please read Schwab's Disclosure Brochure for important information and disclosures relating to Schwab Managed Portfolios.

Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.

Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.

Diversification strategies do not ensure a profit and cannot protect against losses in a declining market.

Some specialized exchange-traded funds can be subject to additional market risks. Investment returns will fluctuate and are subject to market volatility, so that an investor's shares, when redeemed or sold, may be worth more or less than their original cost.

Portfolio Management provided by Charles Schwab Investment Advisory, Inc. ("CSIA"), an affiliate of Charles Schwab & Co., Inc., ("Schwab").

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Talk to us about Schwab advice

Call 877-340-1714.
Send an email.
Find a Schwab branch.

How to evaluate financial advice

Request your free Guide to Investment Advice.

We’re confident in the value Schwab Managed Portfolios can provide, and we stand behind it with our Satisfaction Guarantee.