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Turnkey Asset Management Programs (TAMPs)

Our TAMP Platform gives you access to third-party turnkey providers and the flexibility to choose from a broad spectrum of investment and support services to help you grow your firm.

Many advisors have chosen to leverage TAMPs for investment management solutions, sales support and back-office tools. Outsourcing these functions can improve the efficiency of your practice so you can focus time and energy on your clients’ needs and profitably growing your business.

  • Choose the strategies and investment vehicles best suited to your practice and your clients’ needs
  • Access a broad range of services, including Web-based productivity tools for client profiling, ongoing portfolio automation, sales support tools and back-office administration
  • Custody assets at Schwab with account activity reported directly to your TAMP provider for customized client reporting
  • Benefit from the wide array of TAMP providers on Schwab’s TAMP Platform, in addition to our own Managed Account Platform, for choice, flexibility and support

How Schwab’s TAMP Platform can benefit you:

  • Access institutional-caliber research and money managers
  • Outsource many time-consuming functions, such as manager research, portfolio construction, reconciliation, and performance reporting
  • Leverage leading-edge technology for proposal generation, customer relationship management, and Web sites
  • Improve operational efficiency to focus your time on developing client relationships and profitably growing your business

How Schwab’s TAMP Platform can help your clients:

  • Meet a diverse set of investing needs with single-account total portfolio solutions, including multi-strategy portfolios and unified managed account  programs
  • Access to an array of traditional mutual fund and exchange-traded fund  wraps
  • Benefit from overlay portfolio management, including rebalancing and tax optimization
  • Access to a broad selection of separately managed accounts
  • Harvest tax losses and gains, and view portfolio holdings, with managed account solutions

Roles and Responsibilities:

  • Advisor—You manage the client relationship, provide client profiling and select separate account and investment management solutions.
  • TAMP—The TAMP you select may provide access to institutional-quality money managers, total portfolio solutions, ongoing research, portfolio optimization, performance reporting and reconciliation.
  • Money Managers—Money managers provide the security selection and trade-order management.
  • Schwab—Schwab Institutional serves as custodian and provides technology for efficient client data management. Schwab provides many other services including consolidated data feeds, statement and tax-form generation, trade execution, and a range of bundled solutions.

What is a TAMP?

A TAMP (Turnkey Asset Management Program) is an investment offering that provides access to a wide range of managed account services, sales tools, and back-office support for investment advisors and their clients.

Schwab does not recommend or endorse any particular TAMP or separate account manager. Schwab is not affiliated with any of the TAMPs available on its TAMP Platform or with any of the separate account managers in Managed Account Select. Schwab makes no representation or warranty about any TAMP or separate account manager or its suitability for your clients. Services may vary depending on which money managers or TAMP providers you choose.

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