Charles Schwab Trust Bank Collective Investment Trust target date solutions
Pooled target date solutions exclusively for qualified retirement plans.
What we offer
We offer access to a diverse selection of target date solutions for qualified retirement plans, utilizing sub-advisors to provide institutional-caliber investment management to plan participants. The collective investment trusts are maintained by Charles Schwab Trust Bank; Schwab Asset Management has assisted in their management since 2002.1
Our approach
We take a client-first approach, focused on recognizing and reducing risks along the way to retirement and beyond. The products are built with a carefully designed and balanced glide path, with both asset class and investment manager diversification, and use industry-recognized sub-advisors to provide institutional investment management benefits to plan participants.
Learn more about collective investment trusts at schwabtrustbankcollectives.com
Differentiators
- Real-world glide path
- Holistic portfolio construction
- Comprehensive risk management
Benefits
- Designed to help investors and plan participants stay invested across market conditions
- Seek to minimize behavioral and investment risks throughout the investment cycle
- Low costs
Advisor tools
Use these financial tools to gain more comprehensive insight into investment products.
Featured Collective Investment Trusts
Charles Schwab Trust Bank Schwab Managed Retirement Trusts™
A combination of over 20 underlying non-proprietary active and passive strategies. Available for qualified retirement plans only.
Charles Schwab Trust Bank Schwab Indexed Retirement Trusts®
A combination of predominantly passive underlying strategies sub-advised or managed by industry-recognized investment managers. Available for qualified retirement plans only.