Wasmer Schroeder™ actively managed strategies.

Take your fixed income investing to the next level.

Wasmer Schroeder actively managed strategies use a separately managed account portfolio structure for fixed income investments—offering you greater personalization of, transparency with, and flexibility. Our dedicated team actively monitors the securities you own and makes timely investment decisions on your behalf using in-depth research and market-analysis expertise. You and your investing goals determine which options are right for you.

Where to begin? Call 855-966-3713 to talk with a Schwab Fixed Income Specialist.

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Wasmer Schroeder tax-exempt actively managed strategies:

These are generally for investors who fall into a higher tax bracket and are looking to generate steady income.

  • Account Minimum
  • Fixed Income Style
  • Wasmer Schroeder Short Tax Exempt

  • Account Minimum

    $250,000 

  • Fixed Income Style

    Short-Term Municipals
  • Wasmer Schroeder Intermediate Tax Exempt

  • Account Minimum

    $250,000 

  • Fixed Income Style

    Intermediate-Term Municipals
  • Wasmer Schroeder Strategic Tax Exempt

  • Account Minimum

    $250,000 

  • Fixed Income Style

    Long-Term Municipals

Wasmer Schroeder taxable actively managed strategies:

These are generally for investors who are in a low tax bracket or have a tax-deferred account such as an IRA and are seeking higher yields.

Account Minimum Fixed Income Style
Wasmer Schroeder Short Duration Bond $250,000  Short-Term Bond
Wasmer Schroeder Intermediate Bond $250,000  Intermediate Bond
Wasmer Schroeder Core Investment Grade Credit $250,000  Core Bond

Let's talk about Wasmer Schroeder Strategies for your portfolio.

Frequently asked questions about Wasmer Schroeder actively managed strategies.

Questions? We’re ready to help.