Portfolio evaluation

Get our professional perspective on your models to identify opportunities for improvement.

See your approach through a different lens

Learn more about our portfolio consulting services from Jake Gilliam, Director, Head of Wealth Management Solutions, and Greg Laurence, Director of RIA Sales.

Read transcript

Contact your Schwab representative to discuss a portfolio evaluation for your firm.

Turn to us for core product strategies and solutions

Our dedicated team adapts our approach to serve your firm’s unique situation, from portfolio consulting and evaluations to ongoing support and thought partnership.

Get support tailored to your needs

  • Compare your asset allocations with our sample portfolios.
  • Identify your potential portfolio biases and unintended bets, and analyze past performance, holdings, correlations, etc.
  • Receive custom insights and portfolio ideas.
Benefits of portfolio construction

We're here to help you design portfolios for lasting client relationships

Use our team as a sounding board and trusted resource for insight.