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Charles Schwab Investment Advisory

Charles Schwab Investment Advisory, Inc. (“CSIA”) is a separately registered investment advisor and an affiliate of Charles Schwab & Co., Inc. (CS&Co). CSIA provides portfolio management services for Schwab Managed Portfolios™, Schwab Intelligent Portfolios®, Windhaven Strategies and ThomasPartners Strategies. In addition, CSIA oversees the selection of investments and ongoing monitoring of the Mutual Fund OneSource Select List®, and Managed Account Select®, 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.

Charles Schwab & Co., Inc. receives remuneration from fund companies participating in the Mutual Fund OneSource™ service for record keeping and shareholder services and other administrative services. Schwab also may receive remuneration from transaction fee fund companies for certain administrative services.

Please refer to CS&Co's Disclosure Brochure for important information and disclosures relating to Schwab Managed Portfolios, Schwab Intelligent Portfolios, Windhaven Strategies and ThomasPartners Strategies.