Introducing Wasmer Schroeder™ Strategies.
More fixed income choices here for the retirement you want out there.
We added Wasmer Schroeder Strategies for one simple reason: to give you more opportunities to help achieve your goals. These strategies were developed out of 35 years of fixed income management experience using innovative credit research technology. The tax-exempt and taxable offerings give investors more ways to create a diverse fixed income portfolio when seeking to maximize returns in today's market environment.
Portfolio management for Wasmer Schroeder Strategies is provided by Schwab Asset Management.
Where to begin? Call 855-966-3713 to talk with a Schwab Fixed Income Specialist.
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What sets Wasmer Schroeder Strategies apart?
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Deep and talented team.
Wasmer Schroeder Strategies come with one of the industry's leading fixed income teams who use their expertise and years of experience to uncover opportunities for your portfolio while balancing risks and returns.
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Smart technology and approach.
Cutting-edge credit research and thoughtful analysis using innovative technology make it possible for investment teams to identify and exploit inefficiencies and verify highly-rated issuers on your behalf.
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Personalized portfolios.
With strategies that specialize in taxable and tax-exempt bonds offering different levels of customization and maturity, plus our ability to tailor them for your portfolio in some states, there's an option for what you want to achieve.
More strategies for more goals.
Wasmer Schroeder Strategies are offered through a wide range of fixed income separately managed accounts across the duration, credit, and tax-efficiency spectrums. The choices include actively managed and bond ladder portfolio strategies with both taxable and tax-exempt debt securities. Investment minimums start at $250,000.
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Actively managed.
These strategies are carefully overseen by a dedicated team of portfolio managers who track fixed income market performance and make portfolio adjustments on your behalf.
- Investments handpicked by professionals who have over 35 years of experience with separately managed accounts
- Timely investment adjustments to address changes in market conditions and your financial goals
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Bond ladders.
Through these strategies, dedicated portfolio managers seek to minimize interest-rate risks with a laddered approach with the goal of providing you a steady, predictable income stream.
- Can be tailored with staggered maturity dates to address your specific income needs, both short term and long term
- Gives you cost-efficient options for helping you meet your objectives
Want to be extra savvy?
Explore our resources to build on your investing knowledge.
Let's talk about Wasmer Schroeder Strategies for your portfolio.
Satisfaction Guarantee.
At Schwab, we believe every investor deserves to work with a firm they can count on. Our commitment to your satisfaction is backed by a guarantee. If for any reason you're not happy with Wasmer Shroeder Strategies, we'll refund your program fee from the previous quarter and work with you to make things right.* †
*Refund requests must be received within 90 days of the date the fee was charged. Go to schwab.com/satisfaction to learn what's included and how it works.
†Schwab's Satisfaction Guarantee: The guarantee only applies to the Schwab Connection service that includes only accounts managed by affiliated investment adviser, Charles Schwab Investment Management, Inc. The guarantee does not cover Program Fees for accounts managed by investment advisors who are not affiliated with Schwab or managed by Schwab-affiliated advisors outside of Schwab Wealth Advisory, Schwab Managed Portfolios, Schwab Intelligent Portfolios, and Connection services.
Questions? We’re ready to help.
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