Wasmer Schroeder™ Strategies

Focused on fixed income.

Marquee Image
People climbing a mountain image

Helping you navigate the complex world of fixed income.

For more than 35 years, Wasmer Schroeder Strategies have been focused on simplifying fixed income investing for our clients. We know that even seasoned investors don't always have the time or knowledge to fully research and manage a fixed income portfolio on their own. That's where our deep expertise can help. 

We build and professionally manage fixed income strategies for a wide range of portfolio objectives—so you don't have to.

Let's focus on your fixed income needs.

Call 855-966-3713 to talk with a Schwab investment professional to learn more about the full range of Wasmer Schroeder Strategies.

Let's talk

Take confidence in our approach to fixed income.

If you're looking to add fixed income to your portfolio, you can count on Wasmer Schroeder Strategies to deliver:

Strategies that fit you

With a wide selection of actively managed and bond ladder strategies across the spectrum of duration, credit, and tax efficiency, we can help you meet your unique fixed income goals.

Professional management

We harness decades of expertise to find appropriate investments, track market performance, and uncover new opportunities that fit each strategy's objectives—all while balancing risks with returns.

Backed by Schwab

Our strategies come with the value of Schwab's competitive pricing, the commitment of Schwab's Satisfaction Guarantee, and the industry knowledge and resources of Schwab Asset Management®.

More strategies for more of your goals.

Our fixed income separately managed accounts are designed to meet a wide range of portfolio objectives, such as generating income, diversifying your investments, preserving capital, and mitigating risk. Investment minimums start at $250,000.

People on a canoe

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.

Want to learn more?

Questions? We're ready to help.

Call

855-966-3713

Chat

Connect with a specialist now

Visit

Find a Schwab branch near you
Call today Live chat Vist now