More Options for Wealth Management
At Schwab, our goal is to continuously enhance our offer to provide the products, solutions, and guidance you need to help build and preserve your wealth.
Our recent launch of Schwab Alternative Investments is one example, offering access to private markets. With this new platform, you can also consult a dedicated team of professionals experienced in alternative investments that is ready to help you assess various investment options—and whether they are right for you.
That isn't all: We've launched a discretionary option for clients within Schwab Wealth Advisory™, enabling clients to delegate their portfolio to our investment teams to manage their assets. We continue to strengthen both Schwab Personalized Indexing® and our Wasmer Schroeder™ offers. And we're broadening our estate-planning capabilities and experience, in part through a strategic investment in Wealth.com—a leader in digital estate planning that is powered by artificial intelligence and offers visualization tools to help make estate planning easier for you and your family.
We're always looking to expand upon our products and tools based on your feedback. We're here to serve you, and we're always ready to listen.
Sincerely,
Rick Wurster
President & Chief Executive Officer
Investing outside of the box
Learn more about Schwab Alternative Investments Select or talk to your Schwab investment professional to determine if an alternative investments strategy aligns with your portfolio objectives.
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The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.
All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.
Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.
To be eligible for Alternative Investments, certain qualifications must be met including having at least $5M in household assets held at Schwab and having been a Schwab client for at least 30 days.
Investing in alternative investments is speculative, not suitable for all clients, and generally intended for experienced and sophisticated investors who are willing and able to bear the high economic risks of the investment. Investors should obtain and carefully read the related prospectus or offering memorandum, which will contain the information needed to help evaluate the potential investment and provide important disclosures regarding risks, fees and expenses.
Schwab Wealth Portfolios are available through Schwab's Managed Account Connection® program ("Connection"). Please read Schwab's disclosure brochure for important information and disclosures relating to Connections and Schwab's Managed Account Services®. Please also read the Schwab Wealth Advisory™, Schwab Wealth Advisory, Inc., and Charles Schwab Investment Management, Inc. Disclosure Brochures for additional information.
Portfolio Management for Schwab Personalized Indexing, the Wasmer Schroeder Strategies is provided by Charles Schwab Investment Management, Inc., dba Schwab Asset Management®, a registered investment adviser and an affiliate of Charles Schwab & Co., Inc. ("Schwab"). Schwab Asset Management and Schwab are separate entities and subsidiaries of The Charles Schwab Corporation.
Investing involves risk, including loss of principal.