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Schwab Model Portfolios:

Long-term portfolios built to help your clients reach their goals

 

Strategy
Designed to be straightforward, transparent and easy to understand. Schwab Model Portfolios are built using Charles Schwab Investment Management's asset allocation framework, engineered with a deep understanding of investor behaviors.

Highlights
Low cost, well diversified portfolios that combine various investment products in a building block approach.

Advisors can choose from two different portfolio series" A Series and AB Series. Both utilize a behavioral approach to investments. Select one that's right for your client based on their individual goals, circumstances, and behavioral biases.

Schwab Model Portfolios: A Series (Low cost, core allocation)

The core asset model portfolios are constructed with Schwab exchange-traded funds (ETFs), using traditional market cap-weighted equity, fixed income, and real assets, to create a diversified, low cost core model portfolio. The A Series offers seven models utilizing varying levels of complexity and depth to fit a range of client risk appetites and likely investor behaviors.

Schwab Model Portfolios: AB Series (Enhanced risk/return potential)

The enhanced portfolios are constructed with Schwab exchange-traded funds (ETFs), incorporating strategic beta, style, and sub-asset classes as a complement to traditional cap-weighted index strategies. The AB Series offers seven models utilizing varying levels of complexity and depth to fit a range of client risk appetites and likely investor behaviors.

See Schwab Strategies Modeled in Riskalyze
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Schwab Disclosure: Investors should consider carefully information contained in a fund’s prospectus, or if available, the summary prospectus, including investment objectives, risks, charges and expenses. You can view and download a prospectus by visiting www.schwabfunds.com/schwabfunds_prospectus. Please read the prospectus carefully before investing.

This information should not be relied upon as investment advice, research, or a recommendation by CSIM regarding ( i) the ETFs, (ii) the use or suitability of the model portfolio allocations or ( iii) any security in particular. This information is intended for use only by third party financial advisors, with other information, as a resource to help build a portfolio or as an input in the development of investment advice for their own clients. Such financial advisors are responsible for making their own independent judgment as to how to use this information, and only clients and their advisors know enough about their financial circumstances to make investment decisions.

CSIM does not have investment discretion over or place trade orders for any portfolios or accounts derived from this information. There is no guarantee that any investment strategy will be successful or achieve any particular level of results.
Some specialized exchange-traded funds can be subject to additional market risks.

Charles Schwab Investment Management, Inc. (CSIM) is the investment advisor for Schwab ETFs. Schwab ETFs are distributed by SEI Investments Distribution Co. (SIDCO). CSIM is a separate but affiliated company and subsidiary of The Charles Schwab Corporation and are not affiliated with SIDCO.

Riskalyze is a separate and unaffiliated entity from Charles Schwab Investment Management, Inc.

Riskalyze Disclaimer:

© 2021 Riskalyze, Inc. All Rights Reserved. Riskalyze and Risk Number are trademarks of Riskalyze, Inc. Riskalyze, Inc. is not a registered investment advisor or broker-dealer, does not make investment recommendations, nor facilitate the purchase or sale of securities. Advisors, firms, their custodians and/or broker dealers, agents or administrative assistants using Riskalyze technology certify that they hold the proper licenses and registrations to transact with and/or render advice to their clients.