With over 30 years of investment management experience, Schwab Asset Management® is one of the largest and most experienced asset managers. We offer a deliberate lineup of straightforward core investment products, as well as sophisticated, customizable solutions. We strive to be a trusted ally for you and your clients, and a steadfast advocate for investors. We use our scale to help drive down costs, and we use our experience, behavioral data, and unique insights to deliver value.
We are passionate about supporting advisors, and our goal is to provide you with products and resources to help you deliver exceptional experiences to your clients.
At Schwab Asset Management, we’re probably best known for our expertise in managing ETFs. We launched our first ETF in 2009, and our lineup has evolved to include 30 options. Most of our ETFs are designed to be straightforward, low-cost investment products that can serve as the core of a client’s investment portfolio. We offer traditional market-cap-weighted ETFs, as well as strategic beta funds, like our Fundamental Index products, powered by methodologies from Rob Arnott and Research Affiliates.
ETFs are just part of our product suite. Our lineup includes over a hundred strategies covering different asset classes, management styles, and investment vehicles. We offer money market, fixed income, equity, and multi-asset class strategies that span the risk-return spectrum, enabling you to build client portfolios to address a range of different investment goals.
We offer actively managed investment options for investors seeking to potentially outperform the market, and we offer traditional index investment options for advisors and clients who are looking for a low-cost way to build a diversified portfolio. Our strategic beta funds are designed to complement both of these management styles.
Our product line includes a choice of investment vehicles, too, which gives you options as you consider each client’s needs. We offer ETFs, mutual funds, collective investment trusts, and separately managed accounts.
Our products can be used to help clients pursue a range of investment goals, like generating a regular income stream, with strategies such as a fixed income bond ladder from Wasmer SchroederTM Strategies, adding personalization to a portfolio with direct indexing, or managing liquidity. As you address client needs, we have resources to help you. You can talk to one of our subject matter specialists or tap our suite of expert insights and thought leadership. Our value-add programs are another great resource.
To get more information on our products and solutions, or explore our extensive advisor resources, please check out our website, schwabassetmanagement.com. There you can access our product finder tool, fun fact sheets, and regulatory documents. You’ll also find market commentary, expert insights, and thought leadership, as well as information about our value-add programs.
Another great resource is your Schwab Asset Management director, who can answer your questions and connect you with resources and experts around our firm.
Thanks for taking a quick tour of our products and solutions, and we look forward to hearing from you.
