Alternative investments
Schwab’s alternative investment products offer your clients a broader pool of investment strategies to choose from.
Our flexible platform includes:
- Schwab Alternative Investment Source™ gives you access to institutional-quality registered funds with a simplified purchase process, covering strategies such as:
- Hedge funds
- Real estate
- Private equity
- Managed futures
- Commodities
- Our open-architecture platform includes:
- Simplified performance tracking
- Management fee billing
- Consolidation of assets
- Flexibility to work with different types of securities
- Direct access to outside fund managers through exclusive live Webcasts, teleconferences, white papers and events
- Our dedicated team of experts has 10 years of experience working with alternative investments
Disclosure: Alternative investments, including hedge funds, are suitable for accredited investors only who meet certain net worth, and/or other regulatory requirements. All discussion is for informational purposes only and is not intended as an offer to solicit any security. Alternative investments involve additional risks and can be highly illiquid. The advisor and investor should consult with counsel to determine whether a particular investment is permissible or suitable for an investor.
