Wasmer Schroeder™ actively managed strategies.
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.
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>
Fixed Income StyleShort-Term Municipals>
Wasmer Schroeder Intermediate Tax Exempt>
Fixed Income StyleIntermediate-Term Municipals>
Wasmer Schroeder Strategic Tax Exempt>
Fixed Income StyleLong-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
Frequently asked questions about Wasmer Schroeder actively managed strategies.
- What are the typical annual fees for Wasmer Schroeder actively managed strategies?
- What fixed income strategies can I invest in? Am I limited to Schwab products?
- Will I have to work with a new contact at Schwab?
Questions? We’re ready to help.