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Van Deventer & Hoch
$1.5 Billion Assets Under Management
Schwab Institutional client since 1988
 
On how Schwab Institutional surprised them:
Snyders:"Our clients first requested Schwab custodial services in 1988. Frankly, because of the low charges, I didn't expect much. But Schwab's trading, service, and responsiveness have been second to none."
 
On Schwab Institutional's strength:
McCarthy:"They're committed to helping us make the operational side of our business much more cost effective and time efficient. That frees up our time so we can stay focused on managing our clients' money. Schwab Institutional has become part of our team."



"We've come to depend on Schwab Institutional the same way we depend
on each other."

- Dick Snyders, President & CEO

Budros & Ruhlin
$400 Million Assets Under Management
Schwab Institutional client since 1990
 
On the challenges of becoming an independent investment manager:
Peggy: "I think some CPAs might hesitate to enter the financial planning and investment advisory field because they feel they don't have sufficient investment tools and services to advise their clients."
 
How Schwab helped her make the transition:
Peggy:"Schwab provided investment research, industry information, client reporting, consolidated accounts and trading. Without the help from the Schwab Institutional service group, we would have needed to hire additional staff."



"Schwab Institutional recognized the need for a service for independent investment managers and created it."

- Peggy Ruhlin, Principal

 

DeCamilla Capital Management, Inc.
$60 Million Assets Under Management
Schwab Institutional client since 1998
 
On How the Investment Industry Is Changing
David: "The industry now sees the distinction between trading and advice. Schwab enables us to both trade efficiently and provide advice based on research from a wide variety of sources."
 
On How Schwab Supports Investment Managers
David: "Schwab helped us with documentation, opening accounts, transferring assets, and getting our systems set up. They have dedicated traders that we can go to." Steve: "Their whole institutional team is set up to treat us as special clients. David: "We owe a lot of our success to Schwab."

 

 


"If it wasn't for Schwab Institutional, we wouldn't be in the independent investment management business."

- David DeCamilla, President

 

Pittenger & Anderson, Inc.
$575 Million Assets Under Management
Schwab Institutional client since 1995

How Schwab Helps Pittenger & Anderson Remain an Industry Leader
Pitt: "Not only has Schwab led the way in pricing, they've moved their technology from DOS-based to Windows and now to the Internet. They've taken our internal statements from hard copy to CD-ROM and moved their forms from paper to online."

What Pitt and Dan Like Best About Working With Schwab Institutional
Pitt: "Schwab really listens to their advisor clients. They don't say "no" very often. They're smart, they're honest, and they do what they say they're going to do." Dan: "How many people can you say that about?"


"As a custodian, Schwab is a dream. An absolute kid glove fit."

- Jim Pittenger, President

 
   
   

Keller, Collins, Hakopian & Leisure Investment Counsel, Inc.
$735 Million Assets Under Management
Schwab Institiutional client since 1990

On The Value Of Schwab When Starting Out
Victoria: "I think the visibility and credibility of Schwab was extraordinarily advantageous to us as a small, growing firm." Rick: "Plus, at Schwab, we had a single custodian to hold multiple funds at a reasonable cost."

On Schwab's Continuing Support Of Established Investment Advisors
Victoria: "Today, Schwab continues to address our needs - whether its adding new mutual funds, IPOs or another service - Schwab is always looking ahead for the advisors."


"Schwab Institutional had a powerful impact on the growth of our business."

- Victoria Collins, Partner