Our approach to asset allocation
At Schwab Asset Management®, asset allocation isn’t just a concept—it’s a research-driven process designed to align investments with each client’s financial goals, risk tolerance and time horizon. It serves as the foundation of our model portfolios, helping to create diversified, well-balanced investment solutions tailored to clients’ unique needs.
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Schwab Asset Management offers a focused lineup of competitively priced ETFs, mutual funds and separately managed account strategies designed to serve the central needs of most investors. Operating through clients’ eyes and putting them at the center of our decisions for 30+ years, we aim to deliver exceptional experiences to investors and the financial professionals who serve them.
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Interest in cryptocurrencies have surged over the past decade, prompting many investors to reconsider how these assets might fit within a traditional portfolio. This paper breaks down practical portfolio-construction techniques to help investors evaluate whether, how much, and what type of crypto exposure may be appropriate alongside a portfolio of more traditional investments.
Our approach to asset allocation
At Schwab Asset Management®, asset allocation isn’t just a concept—it’s a research-driven process designed to align investments with each client’s financial goals, risk tolerance and time horizon. It serves as the foundation of our model portfolios, helping to create diversified, well-balanced investment solutions tailored to clients’ unique needs.
Chart in a Minute
Use these market charts to support your conversations with clients about asset-allocation opportunities.
The art and science of behavioral finance
Find insights and tools to unlock the power of behavioral finance, strengthen client relationships and optimize investing outcomes.
Schwab Asset Management news
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Press ReleasesToday, June 9, 2025, Schwab Asset Management®, the asset management arm of The Charles Schwab Corporation and the fifth-largest provider of ETFs, announced the reduction of operating expense ratios (OERs) for four equity index ETFs along with forward share splits on six Schwab mutual funds.