Wasmer Schroeder™ Strategies
Help meet your clients' goals with more fixed income options
Wasmer Schroeder Strategies are designed for investors who are looking for new ways to increase their returns. With portfolios managed by Schwab Asset Management, Wasmer Schroeder Strategies offer your clients a range of fixed income separately managed accounts across the duration, credit, and liquidity spectrums. These strategies consist of actively managed taxable and tax-exempt options.
Benefits for your clients
Talented team
A dedicated team of experienced credit research professionals and portfolio managers works to uncover opportunities that can deliver results for investors.
Smart technology
Cutting-edge credit research and thoughtful analysis using innovative technology helps make it possible for investment teams to identify and exploit inefficiencies and verify high-quality issuers on investors’ behalf.
Personalization
The portfolios can be tailored in some states, with taxable and tax-exempt bonds at a range of maturity levels.
Wasmer Schroeder Strategies insights
See what our Wasmer Schroeder Strategies executives and analysts have to say.
Taxable municipal bonds may offer a compelling value proposition for investors with a commitment to strong independent research and a robust municipal bond trading infrastructure. Learn more in this white paper.
Timing the market is easier said than done and attempting to time the market may create real opportunity costs. Learn why investors with longer-term horizons may have less to fear from rising interest rates.
Wasmer Schroeder taxable actively managed strategies:
| Account Minimum* | Fixed Income Style | |
| Wasmer Schroeder Short Duration Bond | $250,000 | Short-Term Bond |
| Wasmer Schroeder Intermediate Bond | $250,000 | Intermediate Core |
| Wasmer Schroeder Core Investment Grade Credit | $250,000 | Core Bond |
| Wasmer Schroeder Positive Impact Intermediate Bond | $250,000 | Positive Impact Taxable Bond |
Wasmer Schroeder tax-exempt actively managed strategies:
These are generally for investors who fall into a higher tax bracket and are looking to generate predictable income.
| Account Minimum* | Fixed Income Style | |
| Wasmer Schroeder Short Tax Exempt | $250,000 | Short-term Municipals |
| Wasmer Schroeder Intermediate Tax Exempt | $250,000 | Intermediate-Term Municipals |
| Wasmer Schroeder Strategic Tax Exempt | $250,000 | Long-Term Municipals |
| Wasmer Schroeder Intermediate Tax Exempt Credit | $1,000,000 | High Yield Intermediate Term Municipals |
| Wasmer Schroeder Positive Impact Tax Exempt | $250,000 | Positive Impact Intermediate Municipal |
Questions?
Find your regional representative who can help get you answers.