If you have Riskalyze, you have the Partner Store, your one-stop collection of world-class models available right in your Riskalyze account. Tap into Schwab models, drop them right into your account, and make them your own with just a few clicks.
Riskalyze’s Partner Store gives tens of thousands of advisors access to the industry’s best strategies and research, and it was named “Best Model Marketplace” at WealthManagement.com’s annual industry awards event.
Whenever Schwab updates their models, you get real-time alerts. You can accept those changes, ignore them, or edit them to your heart’s content, and push those updates across your client accounts instantly.
Model subscriptions are designed to let your brand shine. Whether you’re directly following Schwab strategies or you’ve customized them entirely, you can rename any model in Riskalyze to reflect your business.
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.
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.