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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 in today’s low-interest-rate environment. With portfolios managed by Charles Schwab Investment Management, Inc. (CSIM), 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 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 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 $500,000 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 steady 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 $500,000 Positive Impact Intermediate Municipal

Questions?

Find your regional representative who can help get you answers.