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Schwab Institutional has been devoted to serving the unique needs of independent investment management firms for fourteen years.
 
By listening, adapting, and anticipating change, Schwab Institutional has become the overwhelming leader in services to Independent Investment Managers.

Today we have more than 1,300 seasoned employees dedicated to one thing only - providing expert, professional support for your success.
 
Learn more about our services and why over 5,900 Investment Managers have chosen Schwab Institutional for back office support, institutional trading, and technology to power their business.



Source: Cerulli Associates, Inc., The Cerulli Report "RIAs: The State of the Fee-Based Advisor Market"

   

Highlights


New Products and Services

New fee-based pricing from full-commission brokers: What this means to Independent Investment Advisors - A Schwab Institutional White Paper

Overview of new products and services
 
schwabinstitutional.com - a new Web site for Advisors offers robust trading and account management functionality

Signature Services Alliance: a suite of premium services for your clients, including online access and dedicated service teams

Schwab Access: a dual-account solution used to separate investment assets from funds used for payments or cash transactions

Schwab Fund for Charitable Giving: manage your clients' charitable contributions
 
SI Industry News:
 
Should your practice be a C Corp?
Determining the right structure for your business

Separate Account Management - Tailoring solutions for each client's needs.

The Internet and Your Clients: Need to strengthen your relationship with your clients? Use the Internet.

 

Investment Managers must meet eligibility requirements to participate in certain services. For more information, contact your Sales Relationship team member.

Schwab Institutional is a division of Charles Schwab & Co., Inc., (Schwab) and provides back office and other services to independent investment managers.

Charles Schwab & Co., Inc., a registered broker/dealer, provides investment brokerage and custody services.

Windows is a registered trademark of the Microsoft Corporation.

©2000 Charles Schwab & Co., Inc. 101 Montgomery Street, San Francisco, CA 94104 Member SIPC/New York Stock Exchange. All rights reserved.(0099-6920)