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Separately Managed Accounts
Build your Separate Accounts structure under our roof. At Schwab, we make it easy for you to create and manage your Separate Accounts framework by offering you flexible service choices and the efficiencies of centralized custody.
Finding the Right Fit
Whether identifying separate account managers yourself or engaging a third party to assist you, we help focus your efforts with two launching points: Managed Account Connection™, and Registered Investment Advisor Consultants.
Managed Account Connection™
When you direct the selection, negotiations, and due diligence of your separate account managers, leverage the flexibility of our Managed Account Connection service.
Online Tools
In the Separately Managed Accounts
area of www.schwabinstitutional.com, you will find a Managed Account Connection
money manager database; operational and educational information on all
of our separate accounts services; downloadable account applications;
and dates of upcoming conference calls, seminars, and events.
The database feature allows you to conduct research anytime, day or night. Representing over 80 investment styles, these money managers are committed to working with investment advisors. *
Since all participating separate account managers have completed required contracts with Schwab Institutional, your separate account managers are ready to begin work when you are. **
* Charles Schwab and Co., Inc. does not recommend, endorse, render advice about, or make any referrals of Investment Managers or their clients to any separate account manager.
** You or the separate account manager may require additional contracts.
Pricing Advantage
Separate account managers in our Managed Account Connection service offer
lowered fees and/or account minimums while you retain flexibility for
further negotiations on fees. Asset- and transaction-based pricing are
available when calculating the fee for Schwab's brokerage services, helping
you maintain consistent client pricing structures. We can fully disclose
all fees - yours, the separate account managers', and Schwab's -- to ensure
that investors stay informed of all account charges.
Registered Investment Advisor Consultants (RIACs)
Connecting with a RIAC through Schwab Institutional provides access
to specialists who use your criteria to screen separate account manager
candidates and propose options for your final selection. RIACs conduct
due diligence on all separate account managers you select through their
services. Additionally, RIACs are a resource for asset allocation software,
financial research, and customized performance reporting when you want
to augment your firm's services.
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