Model portfolios
Schwab Model Portfolios are designed to be straightforward, transparent and easy to understand. Leveraging our ABC asset allocation framework, they use a behavior-based approach to encourage positive investor behavior and help clients stay invested through all types of markets.
What we seek to deliver
We prioritize investor needs. This mindset pervades our approach to model portfolios.
We keep it simple. Our models focus on efficient, essential portfolios and the most frequent investor priorities.
We know the building blocks and how to use them. With our vast experience in ETFs and multi-asset investing, we are well-suited to deliver model solutions.
We aim to deliver positive experiences to investors and the financial professionals who serve them.
Our approach to building model portfolios
Select model portfolios for your clients
1. Choose an approach: Total return or income
Schwab Model Portfolios offer two pathways to help meet your clients’ goals: Total return or income. Once you select one, you can adapt it to align with your clients’ specific risk appetites.
2. Identify which model portfolios suit your clients
Total return models
Total return portfolios seek to maximize return for a given level of risk, based on different investor profiles. Each allocation is designed primarily to optimize risk/return trade-offs with low-cost implementation.
Income models
Income portfolios seek to balance income needs and price growth while considering the potential income stability and price risk of the portfolio.
Next steps
Access Schwab Model Portfolios
Easily access Schwab Model Portfolios via the Model Market Center™ on the iRebal® platform. Advisors using participating third-party technologies like Orion® and Nitrogen can reach out to their provider directly for further details.
Connect with our team
To learn more about our model portfolios, ABC asset allocation framework and how to implement them into your practice, call your sales representative.