Narrator: Investors are on a personal journey.
Narrator: For advisors, there's a lot to consider when helping clients choose a portfolio path. Goals, biases, appetites for risk. It can be difficult to cover with limited time.
Narrator: What if constructing portfolios were a straightforward process? What If it could be as simple as A+B+C?
Narrator: We've developed a low-cost asset allocation framework that can be adjusted for complexity and risk preferences and save you valuable time.
Narrator: Because this is about building relationships that last.
Narrator: Helping advisors build personalized portfolios that clients can understand and stick with, through all kinds of seasons, week to week, month to month, year to year.
Narrator: Behind the science and math, simple elements come together to form a straightforward framework. One that you can adapt, flex, and stick with through all seasons.
Narrator: By offering clear pathways that are designed to be tailored to individual needs and tendencies, complexity gives way to simplicity.
Narrator: This is our straightforward approach to portfolio construction: one that lets you build for staying power.
Disclosures:
Information provided here represents Schwab Asset Management's emerging thoughts on portfolio construction, and changes may occur in the future as Schwab Asset Management conducts additional research. As a result, future allocations may or may not be materially different.
This information should not be relied upon as investment advice, research, or a recommendation by Schwab Asset Management regarding the use or suitability of the model portfolio allocations. 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. Schwab Asset Management 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 illustrated will be successful or achieve any particular level of results.
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.
Schwab Asset Management® is the dba name for Charles Schwab Investment Management, Inc. Schwab Asset Management is a subsidiary of The Charles Schwab Corporation.
