Asset Management

Asset Management
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Featured investment approaches

Schwab Asset Management offers investment strategies and solutions that can encourage positive investor behavior and help advisors balance clients’ financial wants and needs.

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Direct indexing

A direct indexing strategy allows greater tax management, more transparency and more control over holdings—thus creating a more personalized investing experience. Besides serving the client’s needs, this offers a powerful relationship-building opportunity.

See more about direct indexing at Schwab

Model portfolios

Our total return and income model portfolios use a straightforward, modular portfolio construction framework and a behavior-based approach to encourage positive investor behavior and help clients stay invested through all types of markets.

Learn more about our portfolio construction approach
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Fundamental Index strategies

The Fundamental Index methodology systematically identifies fundamental measures and value metrics, seeking to break the link with price-driven emotion. Strategies based on this methodology have the potential to help mitigate behavioral biases. The addition of Fundamental Index strategies in a portfolio may also help to increase diversification and promote long-term investment in a greater variety of market cycles.

Learn more about Fundamental Index strategies

Target date funds

Our target date solutions seek more growth when investors can take on more risk, and greater stability when they need to rely on their investments. Our carefully balanced glide path reflects a behavioral finance-driven approach to asset allocation up to and through retirement.

Get details about our glide path
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Income strategies

Our income solutions cater to various client goals, from those looking for a steady income stream while preserving their capital, to those seeking to grow their income while potentially increasing their investment value.

Learn more about income strategies

Start a conversation

Want to learn more about Schwab Asset Management’s investment offerings and strategies? Connect with our team to uncover opportunities today.

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Information provided herein is for general information purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.

This information provided here is for general informational purposes only, and is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, you should consult with a qualified tax advisor, CPA, Financial Planner, or Investment Manager.

Diversification strategies do not ensure a profit and do not protect against losses in declining markets.

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Investment and Insurance Products Are: Not FDIC Insured • Not Insured by Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any of Its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested

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