Schwab Private Client™: Asset Allocation

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More than a diversified portfolio. A remarkably sophisticated one.

At the core of your wealth management strategy is your portfolio. Using our modern approach to portfolio construction, your team will help you choose an asset allocation with the optimal blend of growth and income, depending on your risk tolerance, financial goals, and circumstances.

 

The investment strategies represented below are just two of the many options available.

  • Total Return Moderate Strategy With Taxable Bonds

    Total Return Moderate Strategy with Taxable Bonds chart
  • Expanded asset classes

    List of asset classes in the Total Return Moderate Strategy

Second set of charts

  • Income Moderate Strategy With Taxable Bonds

    Income Moderate Strategy with Taxable Bonds chart
  • Expanded asset classes

    List of asset classes in the Income Moderate Strategy

Not one-size-fits-all. Tailored for your personal situation.

Unlike many rigid or narrowly focused managed solutions, Schwab Private ClientTM is designed to consider every aspect of your overall financial picture. Your team will recommend a tailored portfolio aligned with your goals.

You'll have total access—and the final say. After weighing your team's recommendations and rationale, you'll make all final investing decisions. And you'll receive in-depth reports and scheduled communications on an ongoing basis to help you stay on track.

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