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Charles Schwab Investment Advisory

Charles Schwab Investment Advisory (CSIA) is a separately registered investment advisor and an affiliate of Charles Schwab & Co., Inc. (CS&Co). CSIA creates diversified portfolios of ETFs combined with a cash allocation in a single account for several Programs, or Portfolios such as Schwab Managed Portfolios-ETF, Windhaven Strategies, and Schwab Intelligent Portfolios. In addition, CSIA also provides portfolio management for ThomasPartners Strategies which invests primarily in dividend paying stocks, fixed income securities, and fixed income ETFs. The guidelines for asset allocation and ETF selection for each Program or Portfolios differ from the others. There may be times when clients in different Programs or Portfolios are investing in the same ETF; however, each Program or Portfolio has a separate portfolio management team making trading and investing decisions. In addition, CSIA oversees the selection of investments and ongoing monitoring of the Mutual Fund OneSource Select List® and Managed Account Select® (MAS), and produces market commentary and other investment advice for CS&Co clients and financial consultants. The investment team at CSIA is published in respected business and academic journals and frequently cited by the media on investment topics. CSIA is distinguished by their ability to effectively combine both rigorous quantitative work as well as manager profiling and market analysis in their research and portfolio management.

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