Ongoing support and proactive portfolio management

Whether you want an experienced investment professional to take care of everything for you or want to stay involved in portfolio decisions, we can help.

Put your portfolio in the hands of an experienced investment professional

Feel confident knowing there’s a dedicated professional managing and making recommendations for your portfolio.
Receive advice based on facts, backed by time-tested methodologies from Schwab experts.
Benefit from a disciplined approach to help you reach your financial goals.

Open an account or call 877-789-6080

Choose the type of Schwab advice that best suits your needs

Schwab Managed Portfolios™	Schwab Private Client™
We manage your portfolio FOR you A diversified mutual fund portfolio fully managed by Schwab portfolio managers Get started with $25,000	We manage your portfolio WITH you Ongoing investment advice tailored to your needs with support from a dedicated team of investment professionals Get started with $500,000

Consider more specialized solutions for your portfolio management needs

Managed Account Services Schwab Advisor Network®

Discover a focused approach for financial strategies

Specialized investment strategies for part or all of your portfolio, managed by professional asset managers with the option of an overlay portfolio manager for a single, diversified account managed on your behalf

Get started with $100,000

Get specialized guidance from a local independent advisor

Referral to an advisor offering specialized planning expertise for complex situations and day-to-day investment management

Get started with $500,000

PLEASE READ IMPORTANT DISCLOSURES BELOW

Please ask to see the Schwab Disclosure Brochure for important information and disclosures regarding particular Advice products and services.

(2007-6972)

Talk to us about Schwab advice

Call 877-789-6080.
Send an email.
Find a Schwab branch.
Open an account.

How to evaluate financial advice

Request your free Guide to Investment Advice.