Less work for you, greater potential for your portfolio

Put mutual fund selection and day-to-day decisions in the hands of seasoned investment professionals with Schwab Managed Portfolios™.

A diversified mutual fund portfolio designed to match your financial goals and risk tolerance. Schwab portfolio managers make all investing decisions on your behalf, including mutual fund research and selection, plus ongoing portfolio rebalancing.

After your initial consultation with a Schwab investment professional, we’ll get you invested in a diversified portfolio built 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 to keep your portfolio on track. Plus Schwab Managed Portfolios is 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 only $25,000 for an IRA and $50,000 for all other accounts. 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 Schedule H of Form ADV for important information, pricing 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.

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Talk to us about Schwab advice

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

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.