Advocating for investors and the financial professionals who serve them.
Charles Schwab Investment Management
We believe in a straightforward approach to asset management. That’s why we offer a focused lineup of core products and solutions for building the foundation of a portfolio. As one of the industry’s largest and most experienced asset managers, we put client needs first and are committed to lowering costs and reducing unnecessary complexity on behalf of all investors and the financial professionals who serve them.
Insights and news
Read the latest news, insights, and perspectives from Charles Schwab Investment Management.
Core products and solutions
We keep it simple by offering a focused lineup of core products and solutions for the foundation of a portfolio. Designed to be easily explained and understood, our products offer a smart, uncomplicated choice when constructing client portfolios.
Leading the way for clients
We seek to operate our business through clients’ eyes. This mentality inspires our products and solutions, and helps create better experiences for investors and the financial professionals who support them.
We take a long-term view when it comes to investment stewardship.
Get to know our leadership
Learn more about the experience and expertise our leaders bring to Charles Schwab Investment Management.
Jonathan de St. Paer
Omar Aguilar, Ph.D.
Brett Wander, CFA
Among the lowest costs in the industry
We believe in giving all investors access to the same low costs typically reserved for the largest institutions and wealthiest individuals. To better serve investors and those who advise them, we’ve simplified our pricing structure and use our scale and efficiency to drive down costs.
Over 25 years’ experience in investment management
Not only are we one of the most experienced asset managers, we are also one of the largest: